Summit Securities 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
Q1 | – | Sell |
-1
| Closed | -$82 | – | 919 |
|
|
2024
Q4 | $82 | Buy |
+1
| New | +$82 | ﹤0.01% | 457 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | – | – | 903 |
|
|
2023
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1020 |
|
|
2013
Q4 | – | Sell |
-1,100
| Closed | -$34K | – | 474 |
|
|
2013
Q3 | $34K | Buy |
+1,100
| New | +$34K | 0.01% | 190 |
|