West Coast Financial’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 | – | Sell |
-62,059
| Closed | -$4.82M | – | 128 |
|
|
2025
Q1 | $4.82M | Sell |
62,059
-56,044
| -47% | -$4.35M | 0.55% | 41 |
|
|
2024
Q4 | $9.74M | Buy |
118,103
+721
| +0.6% | +$59.5K | 1.07% | 28 |
|
|
2024
Q3 | $8.12M | Buy |
117,382
+1,254
| +1% | +$86.8K | 0.89% | 39 |
|
|
2024
Q2 | $7.51M | Buy |
116,128
+63,537
| +121% | +$4.11M | 0.89% | 38 |
|
|
2024
Q1 | $3.78M | Sell |
52,591
-47
| -0.1% | -$3.38K | 0.46% | 49 |
|
|
2023
Q4 | $3.35M | Buy |
52,638
+3,605
| +7% | +$229K | 0.44% | 49 |
|
|
2023
Q3 | $2.95M | Buy |
49,033
+893
| +2% | +$53.8K | 0.44% | 61 |
|
|
2023
Q2 | $2.87M | Sell |
48,140
-447
| -0.9% | -$26.7K | 0.41% | 64 |
|
|
2023
Q1 | $2.8M | Sell |
48,587
-417
| -0.9% | -$24K | 0.43% | 61 |
|
|
2022
Q4 | $2.86M | Buy |
49,004
+303
| +0.6% | +$17.7K | 0.48% | 55 |
|
|
2022
Q3 | $2.39M | Buy |
48,701
+810
| +2% | +$39.7K | 0.44% | 57 |
|
|
2022
Q2 | $2.59M | Buy |
47,891
+541
| +1% | +$29.2K | 0.46% | 52 |
|
|
2022
Q1 | $2.85M | Buy |
47,350
+1,043
| +2% | +$62.8K | 0.44% | 52 |
|
|
2021
Q4 | $2.82M | Buy |
46,307
+140
| +0.3% | +$8.53K | 0.4% | 53 |
|
|
2021
Q3 | $2.74M | Buy |
46,167
+837
| +2% | +$49.6K | 0.44% | 54 |
|
|
2021
Q2 | $2.81M | Buy |
45,330
+974
| +2% | +$60.4K | 0.46% | 52 |
|
|
2021
Q1 | $2.7M | Buy |
44,356
+411
| +0.9% | +$25K | 0.47% | 52 |
|
|
2020
Q4 | $2.53M | Buy |
43,945
+126
| +0.3% | +$7.24K | 0.49% | 50 |
|
|
2020
Q3 | $2.22M | Buy |
43,819
+715
| +2% | +$36.3K | 0.5% | 50 |
|
|
2020
Q2 | $2.37M | Buy |
+43,104
| New | +$2.37M | 0.58% | 47 |
|