Spire Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16K | Hold |
|
|||||
|
2025
Q2 | $16.9K | Hold |
|
|||||
|
2025
Q1 | $14.6K | Sell |
|
|||||
|
2024
Q4 | $15.6K | Buy |
|
|||||
|
2024
Q3 | $13K | Hold |
|
|||||
|
2024
Q2 | $12.2K | Hold |
|
|||||
|
2024
Q1 | $13.5K | Hold |
|
|||||
|
2023
Q4 | $11.9K | Hold |
|
|||||
|
2023
Q3 | $11.3K | Sell |
|
|||||
|
2023
Q2 | $34K | Sell |
|
|||||
|
2023
Q1 | $36.5K | Hold |
|
|||||
|
2022
Q4 | $37K | Hold |
|
|||||
|
2022
Q3 | $31K | Buy |
|
|||||
|
2022
Q2 | $33K | Buy |
|
|||||
|
2022
Q1 | $36K | Hold |
|
|||||
|
2021
Q4 | $37K | Hold |
|
|||||
|
2021
Q3 | $36K | Hold |
|
|||||
|
2021
Q2 | $37K | Hold |
|
|||||
|
2021
Q1 | $37K | Buy |
|