Toth Financial Advisory’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 | $59.8K | Hold |
666
| – | – | 0.01% | 287 |
|
|
2025
Q1 | $51.7K | Hold |
666
| – | – | 0.01% | 288 |
|
|
2024
Q4 | $54.9K | Sell |
666
-300
| -31% | -$24.7K | 0.01% | 288 |
|
|
2024
Q3 | $66.8K | Hold |
966
| – | – | 0.01% | 261 |
|
|
2024
Q2 | $62.5K | Hold |
966
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $69.5K | Sell |
966
-225
| -19% | -$16.2K | 0.01% | 264 |
|
|
2023
Q4 | $75.7K | Sell |
1,191
-200
| -14% | -$12.7K | 0.01% | 259 |
|
|
2023
Q3 | $83.8K | Hold |
1,391
| – | – | 0.01% | 226 |
|
|
2023
Q2 | $82.9K | Hold |
1,391
| – | – | 0.01% | 228 |
|
|
2023
Q1 | $80.1K | Buy |
1,391
+25
| +2% | +$1.44K | 0.01% | 233 |
|
|
2022
Q4 | $79.6K | Hold |
1,366
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $67K | Hold |
1,366
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $74K | Sell |
1,366
-44
| -3% | -$2.38K | 0.01% | 237 |
|
|
2022
Q1 | $85K | Hold |
1,410
| – | – | 0.01% | 239 |
|
|
2021
Q4 | $86K | Sell |
1,410
-25
| -2% | -$1.53K | 0.01% | 249 |
|
|
2021
Q3 | $85K | Buy |
1,435
+10
| +0.7% | +$592 | 0.01% | 257 |
|
|
2021
Q2 | $88K | Buy |
1,425
+380
| +36% | +$23.5K | 0.01% | 235 |
|
|
2021
Q1 | $64K | Buy |
1,045
+125
| +14% | +$7.66K | 0.01% | 270 |
|
|
2020
Q4 | $53K | Buy |
920
+75
| +9% | +$4.32K | 0.01% | 256 |
|
|
2020
Q3 | $43K | Buy |
+845
| New | +$43K | 0.01% | 247 |
|