SummitTX Capital’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	$2.59M	Sell	28,795 -13,537	-32%	-$1.22M	0.11%	211
2025 Q1	$3.29M	Buy	+42,332	New	+$3.29M	0.14%	172