Atlas Capital 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
Q2 | $1.06K | Hold |
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|
2025
Q1 | $999 | Hold |
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|
2024
Q4 | $1.23K | Hold |
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|
2024
Q3 | $1.17K | Hold |
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|
2024
Q2 | $1.06K | Hold |
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|
2024
Q1 | $1K | Hold |
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|
2023
Q4 | $1.05K | Hold |
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|
2023
Q3 | $952 | Hold |
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|
2023
Q2 | $1.02K | Hold |
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|
2023
Q1 | $1.06K | Hold |
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|
2022
Q4 | $1.08K | Sell |
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|
2022
Q3 | $39.9K | Buy |
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|
2022
Q2 | $39.7K | Buy |
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|
2022
Q1 | $4.71K | Buy |
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|
2021
Q4 | $925 | Hold |
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|
2021
Q3 | $885 | Hold |
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|
2021
Q2 | $927 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $9.24K | Sell |
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|
2019
Q3 | $69.4K | Buy |
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