Advisornet Financial’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Buy |
1,715
+292
| +21% | +$22.1K | 0.01% | 681 |
|
|
2025
Q1 | $102K | Buy |
1,423
+745
| +110% | +$53.2K | 0.01% | 725 |
|
|
2024
Q4 | $59.5K | Sell |
678
-89
| -12% | -$7.81K | 0.01% | 825 |
|
|
2024
Q3 | $64.1K | Buy |
767
+104
| +16% | +$8.69K | ﹤0.01% | 829 |
|
|
2024
Q2 | $50.4K | Sell |
663
-12
| -2% | -$913 | ﹤0.01% | 813 |
|
|
2024
Q1 | $48.5K | Buy |
675
+75
| +13% | +$5.39K | ﹤0.01% | 818 |
|
|
2023
Q4 | $44.8K | Buy |
600
+154
| +35% | +$11.5K | ﹤0.01% | 834 |
|
|
2023
Q3 | $30.3K | Sell |
446
-196
| -31% | -$13.3K | ﹤0.01% | 919 |
|
|
2023
Q2 | $46.7K | Sell |
642
-108
| -14% | -$7.86K | ﹤0.01% | 832 |
|
|
2023
Q1 | $56.7K | Sell |
750
-1,720
| -70% | -$130K | 0.01% | 764 |
|
|
2022
Q4 | $191K | Sell |
2,470
-8
| -0.3% | -$618 | 0.02% | 482 |
|
|
2022
Q3 | $186K | Buy |
2,478
+4
| +0.2% | +$300 | 0.02% | 511 |
|
|
2022
Q2 | $186K | Buy |
2,474
+468
| +23% | +$35.2K | 0.02% | 517 |
|
|
2022
Q1 | $169K | Buy |
2,006
+46
| +2% | +$3.88K | 0.01% | 598 |
|
|
2021
Q4 | $130K | Buy |
1,960
+230
| +13% | +$15.3K | 0.01% | 703 |
|
|
2021
Q3 | $109K | Hold |
1,730
| – | – | 0.01% | 756 |
|
|
2021
Q2 | $115K | Buy |
1,730
+100
| +6% | +$6.65K | 0.01% | 736 |
|
|
2021
Q1 | $108K | Hold |
1,630
| – | – | 0.01% | 724 |
|
|
2020
Q4 | $104K | Hold |
1,630
| – | – | 0.01% | 679 |
|
|
2020
Q3 | $96K | Sell |
1,630
-82
| -5% | -$4.83K | 0.01% | 680 |
|
|
2020
Q2 | $100K | Sell |
1,712
-512
| -23% | -$29.9K | 0.01% | 664 |
|
|
2020
Q1 | $126K | Hold |
2,224
| – | – | 0.01% | 561 |
|
|
2019
Q4 | $168K | Buy |
2,224
+82
| +4% | +$6.19K | 0.01% | 539 |
|
|
2019
Q3 | $158K | Buy |
2,142
+1,916
| +848% | +$141K | 0.01% | 557 |
|
|
2019
Q2 | $16K | Hold |
226
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q1 | $14K | Sell |
226
-28
| -11% | -$1.74K | ﹤0.01% | 1096 |
|
|
2018
Q4 | $14K | Buy |
254
+28
| +12% | +$1.54K | ﹤0.01% | 1013 |
|
|
2018
Q3 | $13K | Hold |
226
| – | – | ﹤0.01% | 1069 |
|
|
2018
Q2 | $13K | Hold |
226
| – | – | ﹤0.01% | 1074 |
|
|
2018
Q1 | $13K | Sell |
226
-3,132
| -93% | -$180K | ﹤0.01% | 1034 |
|
|
2017
Q4 | $180K | Buy |
+3,358
| New | +$180K | 0.03% | 368 |
|