WhitTier Trust Company’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
$14.5K Buy
161
+31
+24% +$2.79K ﹤0.01% 1076
2025
Q1
$10.1K Hold
130
﹤0.01% 1104
2024
Q4
$10.7K Hold
130
﹤0.01% 1057
2024
Q3
$8.99K Hold
130
﹤0.01% 1059
2024
Q2
$8.41K Hold
130
﹤0.01% 1015
2024
Q1
$9.35K Hold
130
﹤0.01% 961
2023
Q4
$8.26K Hold
130
﹤0.01% 965
2023
Q3
$7.83K Hold
130
﹤0.01% 939
2023
Q2
$7.75K Hold
130
﹤0.01% 986
2023
Q1
$7.48K Hold
130
﹤0.01% 981
2022
Q4
$7.58K Hold
130
﹤0.01% 976
2022
Q3
$6K Hold
130
﹤0.01% 970
2022
Q2
$7K Hold
130
﹤0.01% 974
2022
Q1
$8K Hold
130
﹤0.01% 964
2021
Q4
$8K Hold
130
﹤0.01% 938
2021
Q3
$8K Hold
130
﹤0.01% 959
2021
Q2
$8K Hold
130
﹤0.01% 892
2021
Q1
$8K Hold
130
﹤0.01% 881
2020
Q4
$7K Hold
130
﹤0.01% 872
2020
Q3
$7K Hold
130
﹤0.01% 850
2020
Q2
$7K Hold
130
﹤0.01% 832
2020
Q1
$6K Hold
130
﹤0.01% 847
2019
Q4
$9K Hold
130
﹤0.01% 857
2019
Q3
$8K Hold
130
﹤0.01% 855
2019
Q2
$7K Hold
130
﹤0.01% 878
2019
Q1
$7K Hold
130
﹤0.01% 883
2018
Q4
$6K Hold
130
﹤0.01% 910
2018
Q3
$8K Hold
130
﹤0.01% 839
2018
Q2
$8K Hold
130
﹤0.01% 838
2018
Q1
$10K Hold
130
﹤0.01% 839
2017
Q4
$9K Hold
130
﹤0.01% 811
2017
Q3
$8K Hold
130
﹤0.01% 815
2017
Q2
$7K Hold
130
﹤0.01% 803
2017
Q1
$7K Hold
130
﹤0.01% 814
2016
Q4
$6K Hold
130
﹤0.01% 835
2016
Q3
$6K Hold
130
﹤0.01% 815
2016
Q2
$6K Buy
+130
New +$6K ﹤0.01% 819