TFC Financial 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
Q2 | $90 | Hold |
1
| – | – | ﹤0.01% | 902 |
|
|
2025
Q1 | $78 | Hold |
1
| – | – | ﹤0.01% | 863 |
|
|
2024
Q4 | $83 | Hold |
1
| – | – | ﹤0.01% | 863 |
|
|
2024
Q3 | $70 | Hold |
1
| – | – | ﹤0.01% | 898 |
|
|
2024
Q2 | $65 | Buy |
+1
| New | +$65 | ﹤0.01% | 883 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$231 | – | 739 |
|
|
2023
Q1 | $231 | Buy |
+4
| New | +$231 | ﹤0.01% | 621 |
|