Trust Company of Vermont’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 | $5.66K | Hold |
63
| – | – | ﹤0.01% | 904 |
|
|
2025
Q1 | $4.89K | Hold |
63
| – | – | ﹤0.01% | 845 |
|
|
2024
Q4 | $5.2K | Hold |
63
| – | – | ﹤0.01% | 854 |
|
|
2024
Q3 | $4.36K | Buy |
+63
| New | +$4.36K | ﹤0.01% | 855 |
|
|
2022
Q1 | – | Sell |
-656
| Closed | -$40K | – | 662 |
|
|
2021
Q4 | $40K | Buy |
+656
| New | +$40K | ﹤0.01% | 513 |
|
|
2018
Q2 | – | Sell |
-67
| Closed | -$5K | – | 1088 |
|
|
2018
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 835 |
|
|
2017
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 846 |
|
|
2017
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 841 |
|
|
2017
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 860 |
|
|
2017
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 820 |
|
|
2016
Q4 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 817 |
|