Avidian Wealth Enterprises’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 | $206K | Sell |
|
|||||
|
2025
Q2 | $220K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $421K | Sell |
|
|||||
|
2022
Q4 | $468K | Buy |
|
|||||
|
2022
Q3 | $453K | Buy |
|
|||||
|
2022
Q2 | $454K | Sell |
|
|||||
|
2022
Q1 | $520K | Buy |
|
|||||
|
2021
Q4 | $391K | Buy |
|
|||||
|
2021
Q3 | $357K | Buy |
|
|||||
|
2021
Q2 | $309K | Buy |
|
|||||
|
2021
Q1 | $296K | Buy |
|
|||||
|
2020
Q4 | $264K | Buy |
|
|||||
|
2020
Q3 | $224K | Buy |
|
|||||
|
2020
Q2 | $217K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $212K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $221K | Buy |
|
|||||
|
2014
Q4 | $224K | Buy |
|
|||||
|
2014
Q3 | $211K | Sell |
|
|||||
|
2014
Q2 | $237K | Buy |
|