Bank of Stockton’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
2,976
| – | – | 0.07% | 132 |
|
|
2025
Q1 | $212K | Sell |
2,976
-100
| -3% | -$7.14K | 0.07% | 138 |
|
|
2024
Q4 | $270K | Sell |
3,076
-2
| -0.1% | -$175 | 0.08% | 128 |
|
|
2024
Q3 | $257K | Hold |
3,078
| – | – | 0.08% | 128 |
|
|
2024
Q2 | $234K | Sell |
3,078
-200
| -6% | -$15.2K | 0.07% | 123 |
|
|
2024
Q1 | $235K | Buy |
+3,278
| New | +$235K | 0.07% | 120 |
|
|
2016
Q2 | – | Sell |
-13,966
| Closed | -$727K | – | 119 |
|
|
2016
Q1 | $727K | Buy |
+13,966
| New | +$727K | 0.4% | 53 |
|