Synergy Investment Management’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
-39
Closed -$3.18K 658
2024
Q4
$3.18K Buy
+39
New +$3.18K ﹤0.01% 528