Toth Financial Advisory’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 | $56.5K | Hold |
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|
2025
Q2 | $59.8K | Hold |
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|
2025
Q1 | $51.7K | Hold |
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|
2024
Q4 | $54.9K | Sell |
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|
2024
Q3 | $66.8K | Hold |
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|
2024
Q2 | $62.5K | Hold |
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|
2024
Q1 | $69.5K | Sell |
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|
2023
Q4 | $75.7K | Sell |
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|
2023
Q3 | $83.8K | Hold |
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|
2023
Q2 | $82.9K | Hold |
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|
2023
Q1 | $80.1K | Buy |
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|
2022
Q4 | $79.6K | Hold |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $74K | Sell |
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|
2022
Q1 | $85K | Hold |
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|
2021
Q4 | $86K | Sell |
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|
2021
Q3 | $85K | Buy |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $64K | Buy |
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|
2020
Q4 | $53K | Buy |
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|
2020
Q3 | $43K | Buy |
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