United Capital Financial Advisors’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
Q4 | $247K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.14M | Hold |
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|
2016
Q2 | $1.2M | Hold |
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|
2016
Q1 | $1.08M | Buy |
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|
2015
Q4 | $1.15M | Hold |
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|
2015
Q3 | $1.06M | Hold |
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|
2015
Q2 | $1.08M | Hold |
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|
2015
Q1 | $1M | Sell |
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|
2014
Q4 | $900K | Buy |
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|
2014
Q3 | $683K | Buy |
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|
2014
Q2 | $383K | Hold |
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|
2014
Q1 | $393K | Buy |
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