Ancora Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5
| Closed | -$439 | – | 1860 |
|
|
2024
Q4 | $439 | Hold |
5
| – | – | ﹤0.01% | 1657 |
|
|
2024
Q3 | $418 | Buy |
+5
| New | +$418 | ﹤0.01% | 1611 |
|
|
2023
Q4 | – | Sell |
-162
| Closed | -$11K | – | 1785 |
|
|
2023
Q3 | $11K | Hold |
162
| – | – | ﹤0.01% | 1229 |
|
|
2023
Q2 | $11.8K | Sell |
162
-6
| -4% | -$437 | ﹤0.01% | 1218 |
|
|
2023
Q1 | $12.7K | Hold |
168
| – | – | ﹤0.01% | 1194 |
|
|
2022
Q4 | $13K | Hold |
168
| – | – | ﹤0.01% | 1246 |
|
|
2022
Q3 | $13K | Hold |
168
| – | – | ﹤0.01% | 1395 |
|
|
2022
Q2 | $13K | Hold |
168
| – | – | ﹤0.01% | 1493 |
|
|
2022
Q1 | $14K | Hold |
168
| – | – | ﹤0.01% | 1611 |
|
|
2021
Q4 | $11K | Sell |
168
-46
| -21% | -$3.01K | ﹤0.01% | 1755 |
|
|
2021
Q3 | $14K | Buy |
214
+46
| +27% | +$3.01K | ﹤0.01% | 1568 |
|
|
2021
Q2 | $11K | Hold |
168
| – | – | ﹤0.01% | 1486 |
|
|
2021
Q1 | $11K | Hold |
168
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q4 | $11K | Hold |
168
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q3 | $10K | Hold |
168
| – | – | ﹤0.01% | 1115 |
|
|
2020
Q2 | $10K | Hold |
168
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q1 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 1157 |
|