West Coast Financial’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
Q2 | – | Sell |
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|
2025
Q1 | $4.82M | Sell |
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|
2024
Q4 | $9.74M | Buy |
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|
2024
Q3 | $8.12M | Buy |
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|
2024
Q2 | $7.51M | Buy |
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|
2024
Q1 | $3.78M | Sell |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $2.8M | Sell |
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|
2022
Q4 | $2.86M | Buy |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $2.59M | Buy |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $2.74M | Buy |
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|
2021
Q2 | $2.81M | Buy |
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|
2021
Q1 | $2.7M | Buy |
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|
2020
Q4 | $2.53M | Buy |
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|
2020
Q3 | $2.22M | Buy |
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|
2020
Q2 | $2.37M | Buy |
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