Stephens Consulting’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719 | Buy |
+8
| New | +$719 | ﹤0.01% | 788 |
|
|
2025
Q1 | – | Sell |
-161
| Closed | -$13.3K | – | 1550 |
|
|
2024
Q4 | $13.3K | Hold |
161
| – | – | ﹤0.01% | 317 |
|
|
2024
Q3 | $11.1K | Sell |
161
-34
| -17% | -$2.35K | ﹤0.01% | 322 |
|
|
2024
Q2 | $12.6K | Buy |
+195
| New | +$12.6K | ﹤0.01% | 311 |
|