Thrive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.73M | Buy |
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|
2025
Q2 | $3.49M | Sell |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $3.49M | Buy |
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|
2024
Q3 | $2.9M | Buy |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $2.93M | Sell |
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|
2023
Q4 | $5.07M | Sell |
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|
2023
Q3 | $6.26M | Buy |
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|
2023
Q2 | $5.89M | Sell |
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|
2023
Q1 | $5.83M | Sell |
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|
2022
Q4 | $6.05M | Buy |
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|
2022
Q3 | $4.7M | Buy |
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|
2022
Q2 | $4.94M | Buy |
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|
2022
Q1 | $5.43M | Buy |
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|
2021
Q4 | $5.49M | Buy |
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