Washington Trust Advisors’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 | $46.6K | Hold |
519
| – | – | ﹤0.01% | 327 |
|
|
2025
Q1 | $40.3K | Hold |
519
| – | – | ﹤0.01% | 342 |
|
|
2024
Q4 | $42.8K | Sell |
519
-7
| -1% | -$577 | ﹤0.01% | 342 |
|
|
2024
Q3 | $36.4K | Hold |
526
| – | – | ﹤0.01% | 360 |
|
|
2024
Q2 | $34K | Hold |
526
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $37.8K | Hold |
526
| – | – | ﹤0.01% | 344 |
|
|
2023
Q4 | $33.4K | Hold |
526
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $31.7K | Hold |
526
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $31.4K | Sell |
526
-7
| -1% | -$417 | ﹤0.01% | 345 |
|
|
2023
Q1 | $30.7K | Buy |
533
+42
| +9% | +$2.42K | ﹤0.01% | 366 |
|
|
2022
Q4 | $28.6K | Sell |
491
-931
| -65% | -$54.3K | ﹤0.01% | 373 |
|
|
2022
Q3 | $70K | Hold |
1,422
| – | – | 0.01% | 337 |
|
|
2022
Q2 | $77K | Sell |
1,422
-11
| -0.8% | -$596 | 0.01% | 339 |
|
|
2022
Q1 | $86K | Hold |
1,433
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $87K | Buy |
+1,433
| New | +$87K | 0.01% | 384 |
|