Alan B. Lancz & Associates’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $531K | Sell |
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|
2025
Q2 | $455K | Hold |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $605K | Sell |
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|
2024
Q3 | $652K | Hold |
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|
2024
Q2 | $593K | Buy |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $619K | Hold |
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|
2023
Q1 | $642K | Hold |
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|
2022
Q4 | $684K | Hold |
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|
2022
Q3 | $637K | Hold |
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|
2022
Q2 | $705K | Hold |
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|
2022
Q1 | $715K | Hold |
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|
2021
Q4 | $562K | Buy |
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