Avantax Advisory Services’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 | $5.49M | Sell |
|
|||||
|
2025
Q1 | $5.28M | Buy |
|
|||||
|
2024
Q4 | $5.84M | Buy |
|
|||||
|
2024
Q3 | $5.41M | Sell |
|
|||||
|
2024
Q2 | $4.98M | Buy |
|
|||||
|
2024
Q1 | $487K | Sell |
|
|||||
|
2023
Q4 | $633K | Sell |
|
|||||
|
2023
Q3 | $700K | Sell |
|
|||||
|
2023
Q2 | $798K | Sell |
|
|||||
|
2023
Q1 | $868K | Buy |
|
|||||
|
2022
Q4 | $824K | Buy |
|
|||||
|
2022
Q3 | $799K | Buy |
|
|||||
|
2022
Q2 | $636K | Buy |
|
|||||
|
2022
Q1 | $692K | Sell |
|
|||||
|
2021
Q4 | $552K | Sell |
|
|||||
|
2021
Q3 | $717K | Buy |
|
|||||
|
2021
Q2 | $687K | Buy |
|
|||||
|
2021
Q1 | $671K | Sell |
|
|||||
|
2020
Q4 | $643K | Sell |
|
|||||
|
2020
Q3 | $751K | Buy |
|