Allworth Financial’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Buy |
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|
2025
Q1 | $850K | Sell |
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|
2024
Q4 | $951K | Buy |
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|
2024
Q3 | $680K | Sell |
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|
2024
Q2 | $693K | Buy |
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|
2024
Q1 | $582K | Sell |
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|
2023
Q4 | $672K | Buy |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $455K | Sell |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $475K | Buy |
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|
2022
Q2 | $389K | Buy |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | $196K | Hold |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q3 | $223K | Buy |
|
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|
2019
Q2 | $166K | Hold |
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|
2019
Q1 | $152K | Buy |
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|
2018
Q4 | $56K | Buy |
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|
2018
Q3 | $47K | Hold |
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|
2018
Q2 | $48K | Sell |
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|
2018
Q1 | $46K | Sell |
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|
2017
Q4 | $45K | Buy |
|
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|
2017
Q3 | $47K | Buy |
|
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|
2017
Q2 | $22K | Hold |
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|
2017
Q1 | $22K | Hold |
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|
2016
Q4 | $20K | Hold |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $22K | Sell |
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|
2016
Q1 | $125K | Buy |
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|
2015
Q4 | $113K | Sell |
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|
2015
Q3 | $140K | Buy |
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|
2015
Q2 | $143K | Buy |
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|
2015
Q1 | $157K | Buy |
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