Caldwell Trust’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 | $177K | Sell |
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|
2025
Q2 | $157K | Hold |
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|
2025
Q1 | $147K | Hold |
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|
2024
Q4 | $181K | Hold |
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|
2024
Q3 | $173K | Hold |
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|
2024
Q2 | $157K | Sell |
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|
2024
Q1 | $158K | Sell |
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|
2023
Q4 | $169K | Sell |
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|
2023
Q3 | $158K | Hold |
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|
2023
Q2 | $169K | Buy |
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|
2023
Q1 | $168K | Hold |
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|
2022
Q4 | $172K | Sell |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $113K | Sell |
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|
2021
Q3 | $139K | Hold |
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|
2021
Q2 | $145K | Buy |
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|
2021
Q1 | $143K | Sell |
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|
2020
Q4 | $176K | Hold |
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|
2020
Q3 | $163K | Hold |
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|
2020
Q2 | $162K | Sell |
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|
2020
Q1 | $190K | Hold |
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|
2019
Q4 | $254K | Buy |
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