Wells Fargo’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 | $8.6M | Buy |
95,667
+32,503
| +51% | +$2.92M | ﹤0.01% | 1834 |
|
|
2025
Q1 | $4.9M | Buy |
63,164
+19,661
| +45% | +$1.53M | ﹤0.01% | 2153 |
|
|
2024
Q4 | $3.59M | Sell |
43,503
-41,506
| -49% | -$3.42M | ﹤0.01% | 2382 |
|
|
2024
Q3 | $5.88M | Buy |
85,009
+44,681
| +111% | +$3.09M | ﹤0.01% | 2012 |
|
|
2024
Q2 | $2.61M | Sell |
40,328
-1,910
| -5% | -$124K | ﹤0.01% | 2515 |
|
|
2024
Q1 | $3.04M | Sell |
42,238
-45
| -0.1% | -$3.24K | ﹤0.01% | 2377 |
|
|
2023
Q4 | $2.69M | Buy |
42,283
+241
| +0.6% | +$15.3K | ﹤0.01% | 2414 |
|
|
2023
Q3 | $2.53M | Sell |
42,042
-1,418
| -3% | -$85.4K | ﹤0.01% | 2436 |
|
|
2023
Q2 | $2.59M | Sell |
43,460
-658
| -1% | -$39.2K | ﹤0.01% | 2544 |
|
|
2023
Q1 | $2.54M | Sell |
44,118
-1,992
| -4% | -$115K | ﹤0.01% | 2519 |
|
|
2022
Q4 | $2.69M | Sell |
46,110
-746
| -2% | -$43.5K | ﹤0.01% | 2414 |
|
|
2022
Q3 | $2.3M | Buy |
46,856
+7,174
| +18% | +$352K | ﹤0.01% | 2473 |
|
|
2022
Q2 | $2.14M | Sell |
39,682
-106,358
| -73% | -$5.74M | ﹤0.01% | 2587 |
|
|
2022
Q1 | $8.79M | Sell |
146,040
-61,987
| -30% | -$3.73M | ﹤0.01% | 1858 |
|
|
2021
Q4 | $12.7M | Sell |
208,027
-78,830
| -27% | -$4.8M | ﹤0.01% | 1589 |
|
|
2021
Q3 | $17M | Sell |
286,857
-1,495
| -0.5% | -$88.7K | ﹤0.01% | 1725 |
|
|
2021
Q2 | $17.9M | Buy |
288,352
+114,634
| +66% | +$7.1M | ﹤0.01% | 1714 |
|
|
2021
Q1 | $10.6M | Sell |
173,718
-167,549
| -49% | -$10.2M | ﹤0.01% | 2074 |
|
|
2020
Q4 | $19.6M | Buy |
341,267
+22,493
| +7% | +$1.29M | ﹤0.01% | 1557 |
|
|
2020
Q3 | $16.2M | Sell |
318,774
-139,877
| -30% | -$7.09M | ﹤0.01% | 1540 |
|
|
2020
Q2 | $25.2M | Buy |
458,651
+204,363
| +80% | +$11.2M | 0.01% | 1213 |
|
|
2020
Q1 | $11.8M | Sell |
254,288
-2,783
| -1% | -$129K | ﹤0.01% | 1544 |
|
|
2019
Q4 | $16.8M | Sell |
257,071
-36,467
| -12% | -$2.39M | ﹤0.01% | 1566 |
|
|
2019
Q3 | $17.4M | Buy |
293,538
+19,619
| +7% | +$1.16M | ﹤0.01% | 1526 |
|
|
2019
Q2 | $15.4M | Buy |
273,919
+22,393
| +9% | +$1.26M | ﹤0.01% | 1631 |
|
|
2019
Q1 | $13.1M | Buy |
251,526
+47,109
| +23% | +$2.46M | ﹤0.01% | 1736 |
|
|
2018
Q4 | $9.45M | Buy |
204,417
+15,580
| +8% | +$720K | ﹤0.01% | 1886 |
|
|
2018
Q3 | $11.5M | Buy |
188,837
+9,540
| +5% | +$583K | ﹤0.01% | 1951 |
|
|
2018
Q2 | $11.2M | Buy |
179,297
+32,425
| +22% | +$2.03M | ﹤0.01% | 1969 |
|
|
2018
Q1 | $11M | Sell |
146,872
-20,383
| -12% | -$1.53M | ﹤0.01% | 1914 |
|
|
2017
Q4 | $12M | Buy |
167,255
+19,669
| +13% | +$1.41M | ﹤0.01% | 1857 |
|
|
2017
Q3 | $9.01M | Buy |
147,586
+33,283
| +29% | +$2.03M | ﹤0.01% | 2039 |
|
|
2017
Q2 | $6.15M | Sell |
114,303
-2,125,589
| -95% | -$114M | ﹤0.01% | 2270 |
|
|
2017
Q1 | $113M | Sell |
2,239,892
-99,606
| -4% | -$5.02M | 0.04% | 493 |
|
|
2016
Q4 | $115M | Sell |
2,339,498
-421,282
| -15% | -$20.8M | 0.04% | 458 |
|
|
2016
Q3 | $126M | Sell |
2,760,780
-951,508
| -26% | -$43.4M | 0.05% | 431 |
|
|
2016
Q2 | $179M | Buy |
3,712,288
+511,666
| +16% | +$24.6M | 0.07% | 305 |
|
|
2016
Q1 | $138M | Sell |
3,200,622
-149,204
| -4% | -$6.42M | 0.06% | 371 |
|
|
2015
Q4 | $176M | Sell |
3,349,826
-572,096
| -15% | -$30M | 0.07% | 312 |
|
|
2015
Q3 | $189M | Sell |
3,921,922
-659,073
| -14% | -$31.8M | 0.08% | 284 |
|
|
2015
Q2 | $225M | Sell |
4,580,995
-118,355
| -3% | -$5.8M | 0.09% | 265 |
|
|
2015
Q1 | $207M | Buy |
4,699,350
+1,166,165
| +33% | +$51.4M | 0.08% | 281 |
|
|
2014
Q4 | $141M | Buy |
3,533,185
+333,186
| +10% | +$13.3M | 0.06% | 367 |
|
|
2014
Q3 | $116M | Buy |
3,199,999
+769,973
| +32% | +$27.8M | 0.05% | 413 |
|
|
2014
Q2 | $79.6M | Buy |
2,430,026
+4,574
| +0.2% | +$150K | 0.03% | 571 |
|
|
2014
Q1 | $81.5M | Buy |
2,425,452
+2,287,073
| +1,653% | +$76.9M | 0.03% | 540 |
|
|
2013
Q4 | $4.81M | Buy |
138,379
+33,288
| +32% | +$1.16M | ﹤0.01% | 2285 |
|
|
2013
Q3 | $3.25M | Buy |
105,091
+36,861
| +54% | +$1.14M | ﹤0.01% | 2509 |
|
|
2013
Q2 | $1.94M | Buy |
+68,230
| New | +$1.94M | ﹤0.01% | 2833 |
|