Carson Wealth (CWM LLC)’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 | $2.59M | Buy |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.29M | Buy |
|
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $906K | Buy |
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|
2023
Q4 | $936K | Buy |
|
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|
2023
Q3 | $849K | Sell |
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|
2023
Q2 | $920K | Sell |
|
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|
2023
Q1 | $1.04M | Buy |
|
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|
2022
Q4 | $1.06M | Buy |
|
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|
2022
Q3 | $947K | Buy |
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|
2022
Q2 | $878K | Buy |
|
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|
2022
Q1 | $882K | Buy |
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|
2021
Q4 | $577K | Buy |
|
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|
2021
Q2 | $383K | Hold |
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|
2021
Q1 | $383K | Hold |
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|
2020
Q4 | $383K | Hold |
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|
2020
Q3 | $383K | Hold |
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|
2020
Q2 | $383K | Hold |
|
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|
2020
Q1 | $383K | Hold |
|
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|
2019
Q4 | $383K | Hold |
|
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|
2019
Q3 | $383K | Hold |
|
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|
2019
Q2 | $383K | Hold |
|
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|
2019
Q1 | $383K | Buy |
|
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $18K | Hold |
|
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|
2018
Q2 | $19K | Buy |
|
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|
2018
Q1 | $17K | Sell |
|
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|
2017
Q4 | $43K | Sell |
|
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|
2017
Q3 | $50K | Buy |
|
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|
2017
Q2 | $17K | Hold |
|
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|
2017
Q1 | $17K | Sell |
|
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|
2016
Q4 | $18K | Sell |
|
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|
2016
Q3 | $67K | Buy |
|
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|
2016
Q2 | $54K | Hold |
|
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|
2016
Q1 | $49K | Hold |
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|
2015
Q4 | $44K | Buy |
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|
2015
Q3 | $6K | Buy |
|