Avantax Planning Partners’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 | $666K | Hold |
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|
2025
Q2 | $561K | Hold |
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|
2025
Q1 | $529K | Sell |
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|
2024
Q4 | $651K | Buy |
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|
2024
Q3 | $608K | Buy |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $418K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $29K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $35K | Buy |
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