WealthCollab’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 | $68.8K | Buy |
766
+193
| +34% | +$17.3K | 0.04% | 145 |
|
|
2025
Q1 | $44.5K | Buy |
573
+46
| +9% | +$3.57K | 0.03% | 176 |
|
|
2024
Q4 | $43.5K | Hold |
527
| – | – | 0.03% | 174 |
|
|
2024
Q3 | $36.5K | Buy |
527
+177
| +51% | +$12.2K | 0.02% | 199 |
|
|
2024
Q2 | $22.6K | Sell |
350
-25
| -7% | -$1.62K | 0.02% | 266 |
|
|
2024
Q1 | $27K | Hold |
375
| – | – | 0.02% | 251 |
|
|
2023
Q4 | $23.8K | Buy |
+375
| New | +$23.8K | 0.02% | 245 |
|