Valley National Advisers’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 | $240K | Sell |
|
|||||
|
2025
Q2 | $366K | Sell |
|
|||||
|
2025
Q1 | $326K | Sell |
|
|||||
|
2024
Q4 | $374K | Sell |
|
|||||
|
2024
Q3 | $585K | Sell |
|
|||||
|
2024
Q2 | $835K | Sell |
|
|||||
|
2024
Q1 | $957K | Sell |
|
|||||
|
2023
Q4 | $922K | Sell |
|
|||||
|
2023
Q3 | $919K | Sell |
|
|||||
|
2023
Q2 | $1.05M | Sell |
|
|||||
|
2023
Q1 | $1.06M | Sell |
|
|||||
|
2022
Q4 | $1.11M | Sell |
|
|||||
|
2022
Q3 | $920K | Sell |
|
|||||
|
2022
Q2 | $1.04M | Buy |
|
|||||
|
2022
Q1 | $1.13M | Buy |
|
|||||
|
2021
Q4 | $205K | Buy |
|
|||||
|
2021
Q3 | $59K | Hold |
|
|||||
|
2021
Q2 | $62K | Hold |
|
|||||
|
2021
Q1 | $61K | Hold |
|
|||||
|
2020
Q4 | $57K | Hold |
|
|||||
|
2020
Q3 | $51K | Sell |
|
|||||
|
2020
Q2 | $93K | Hold |
|
|||||
|
2020
Q1 | $79K | Hold |
|
|||||
|
2019
Q4 | $111K | Hold |
|
|||||
|
2019
Q3 | $101K | Hold |
|
|||||
|
2019
Q2 | $95K | Hold |
|
|||||
|
2019
Q1 | $89K | Sell |
|
|||||
|
2018
Q4 | $81K | Buy |
|
|||||
|
2018
Q3 | $104K | Hold |
|
|||||
|
2018
Q2 | $106K | Hold |
|
|||||
|
2018
Q1 | $127K | Hold |
|
|||||
|
2017
Q4 | $122K | Hold |
|
|||||
|
2017
Q3 | $104K | Hold |
|
|||||
|
2017
Q2 | $91K | Hold |
|
|||||
|
2017
Q1 | $86K | Hold |
|
|||||
|
2016
Q4 | $84K | Hold |
|
|||||
|
2016
Q3 | $78K | Hold |
|
|||||
|
2016
Q2 | $82K | Buy |
|