TFC Financial 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
2025
Q3
$85 Hold
2025
Q2
$90 Hold
2025
Q1
$78 Hold
2024
Q4
$83 Hold
2024
Q3
$70 Hold
2024
Q2
$65 Buy
2023
Q2
Sell
2023
Q1
$231 Buy