Apriem Advisors’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 | $1.47M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $116K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $145K | Hold |
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|
2016
Q4 | $132K | Sell |
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|
2016
Q3 | $155K | Sell |
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|
2016
Q2 | $191K | Hold |
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|
2016
Q1 | $174K | Hold |
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|
2015
Q4 | $157K | Hold |
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|
2015
Q3 | $162K | Hold |
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|
2015
Q2 | $166K | Sell |
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|
2015
Q1 | $190K | Hold |
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|
2014
Q4 | $194K | Hold |
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|
2014
Q3 | $184K | Sell |
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|
2014
Q2 | $195K | Buy |
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|
2014
Q1 | $180K | Hold |
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|
2013
Q4 | $167K | Buy |
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|
2013
Q3 | $159K | Sell |
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|
2013
Q2 | $179K | Buy |
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