Taylor Hoffman Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.05M | Buy |
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|
2024
Q1 | $4.41M | Buy |
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|
2023
Q4 | $3.85M | Buy |
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|
2023
Q3 | $3.4M | Buy |
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|
2023
Q2 | $3.36M | Buy |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $3.11M | Sell |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $2.9M | Sell |
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|
2022
Q1 | $3.31M | Buy |
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|
2021
Q4 | $3.28M | Buy |
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|
2021
Q3 | $2.97M | Buy |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $251K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $381K | Buy |
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|
2019
Q3 | $229K | Buy |
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|
2019
Q2 | $173K | Buy |
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