Stonegate Investment Group’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	$408K	Buy	4,538 +1,157	+34%	+$104K	0.01%	265
2025 Q1	$262K	Sell	3,381 -39	-1%	-$3.03K	0.01%	290
2024 Q4	$282K	Sell	3,420 -269	-7%	-$22.2K	0.01%	270
2024 Q3	$255K	Hold	3,689	–	–	0.01%	296
2024 Q2	$239K	Buy	+3,689	New	+$239K	0.01%	300