Atwood & Palmer’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 | $297K | Hold |
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|
2025
Q2 | $250K | Hold |
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|
2025
Q1 | $235K | Hold |
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|
2024
Q4 | $289K | Hold |
|
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|
2024
Q3 | $276K | Hold |
|
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|
2024
Q2 | $251K | Hold |
|
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|
2024
Q1 | $237K | Hold |
|
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|
2023
Q4 | $247K | Hold |
|
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $240K | Hold |
|
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|
2023
Q1 | $249K | Hold |
|
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|
2022
Q4 | $255K | Hold |
|
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|
2022
Q3 | $247K | Hold |
|
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $277K | Hold |
|
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|
2021
Q4 | $218K | Sell |
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|
2021
Q3 | $506K | Hold |
|
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|
2021
Q2 | $530K | Sell |
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|
2021
Q1 | $545K | Hold |
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|
2020
Q4 | $524K | Hold |
|
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|
2020
Q3 | $487K | Hold |
|
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|
2020
Q2 | $482K | Hold |
|
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|
2020
Q1 | $465K | Buy |
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|
2019
Q4 | $606K | Hold |
|
|||||
|
2019
Q3 | $590K | Hold |
|
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|
2019
Q2 | $550K | Hold |
|
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|
2019
Q1 | $503K | Hold |
|
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|
2018
Q4 | $433K | Hold |
|
|||||
|
2018
Q3 | $455K | Hold |
|
|||||
|
2018
Q2 | $464K | Hold |
|
|||||
|
2018
Q1 | $445K | Hold |
|
|||||
|
2017
Q4 | $428K | Hold |
|
|||||
|
2017
Q3 | $457K | Hold |
|
|||||
|
2017
Q2 | $451K | Hold |
|
|||||
|
2017
Q1 | $442K | Hold |
|
|||||
|
2016
Q4 | $403K | Hold |
|
|||||
|
2016
Q3 | $429K | Hold |
|
|||||
|
2016
Q2 | $456K | Sell |
|
|||||
|
2016
Q1 | $666K | Hold |
|
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|
2015
Q4 | $602K | Hold |
|
|||||
|
2015
Q3 | $619K | Hold |
|
|||||
|
2015
Q2 | $633K | Hold |
|
|||||
|
2015
Q1 | $698K | Hold |
|
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|
2014
Q4 | $713K | Hold |
|
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|
2014
Q3 | $674K | Buy |
|
|||||
|
2014
Q2 | $586K | Sell |
|
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|
2014
Q1 | $619K | Sell |
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|
2013
Q4 | $578K | Hold |
|
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|
2013
Q3 | $551K | Sell |
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|
2013
Q2 | $528K | Buy |
|