AMG National Trust Bank’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 | $417K | Hold |
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|
2025
Q2 | $351K | Buy |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $461K | Buy |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $368K | Sell |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $371K | Hold |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $228K | Buy |
|