Steward Partners Investment Advisory’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Buy |
1,415
+271
| +24% | +$24.4K | ﹤0.01% | 1974 |
|
|
2025
Q1 | $88.8K | Buy |
1,144
+185
| +19% | +$14.4K | ﹤0.01% | 2083 |
|
|
2024
Q4 | $79.1K | Sell |
959
-647
| -40% | -$53.4K | ﹤0.01% | 2100 |
|
|
2024
Q3 | $111K | Buy |
1,606
+90
| +6% | +$6.23K | ﹤0.01% | 1824 |
|
|
2024
Q2 | $98.1K | Buy |
1,516
+132
| +10% | +$8.54K | ﹤0.01% | 1788 |
|
|
2024
Q1 | $99.5K | Buy |
1,384
+369
| +36% | +$26.5K | ﹤0.01% | 1766 |
|
|
2023
Q4 | $64.5K | Buy |
1,015
+150
| +17% | +$9.53K | ﹤0.01% | 1865 |
|
|
2023
Q3 | $52.1K | Sell |
865
-674
| -44% | -$40.6K | ﹤0.01% | 1892 |
|
|
2023
Q2 | $91.8K | Sell |
1,539
-348
| -18% | -$20.7K | ﹤0.01% | 1619 |
|
|
2023
Q1 | $109K | Sell |
1,887
-39
| -2% | -$2.24K | ﹤0.01% | 1554 |
|
|
2022
Q4 | $112K | Buy |
1,926
+10
| +0.5% | +$583 | ﹤0.01% | 1500 |
|
|
2022
Q3 | $94K | Buy |
1,916
+121
| +7% | +$5.94K | ﹤0.01% | 1522 |
|
|
2022
Q2 | $97K | Buy |
1,795
+189
| +12% | +$10.2K | ﹤0.01% | 1507 |
|
|
2022
Q1 | $97K | Sell |
1,606
-95
| -6% | -$5.74K | ﹤0.01% | 1625 |
|
|
2021
Q4 | $104K | Sell |
1,701
-95
| -5% | -$5.81K | ﹤0.01% | 1588 |
|
|
2021
Q3 | $107K | Buy |
1,796
+1,672
| +1,348% | +$99.6K | ﹤0.01% | 1512 |
|
|
2021
Q2 | $8K | Buy |
124
+80
| +182% | +$5.16K | ﹤0.01% | 6326 |
|
|
2021
Q1 | $2.68K | Hold |
44
| – | – | ﹤0.01% | 3167 |
|
|
2020
Q4 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 2652 |
|
|
2020
Q1 | – | Sell |
-73
| Closed | -$4K | – | 2680 |
|
|
2019
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 2313 |
|
|
2019
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 2312 |
|
|
2019
Q2 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 2295 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$3K | – | 1916 |
|
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2296 |
|
|
2018
Q2 | $3K | Sell |
50
-178
| -78% | -$10.7K | ﹤0.01% | 2139 |
|
|
2018
Q1 | $17K | Buy |
+228
| New | +$17K | ﹤0.01% | 1403 |
|