Buckingham Strategic Wealth’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $485K | Sell |
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|
2023
Q2 | $520K | Buy |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $410K | Buy |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $396K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $346K | Sell |
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|
2021
Q3 | $332K | Sell |
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|
2021
Q2 | $503K | Buy |
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|
2021
Q1 | $504K | Sell |
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|
2020
Q4 | $497K | Sell |
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|
2020
Q3 | $463K | Buy |
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|
2020
Q2 | $311K | Sell |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $598K | Sell |
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|
2019
Q3 | $618K | Buy |
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|
2019
Q2 | $553K | Buy |
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|
2019
Q1 | $430K | Sell |
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|
2018
Q4 | $370K | Buy |
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|
2018
Q3 | $388K | Sell |
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|
2018
Q2 | $466K | Buy |
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|
2018
Q1 | $379K | Sell |
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|
2017
Q4 | $402K | Hold |
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|
2017
Q3 | $429K | Sell |
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|
2017
Q2 | $518K | Buy |
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|
2017
Q1 | $451K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $216K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $213K | Hold |
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|
2014
Q4 | $218K | Hold |
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|
2014
Q3 | $206K | Hold |
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|
2014
Q2 | $205K | Buy |
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