CCG Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Buy |
|
|||||
|
2025
Q1 | $3.42M | Sell |
|
|||||
|
2024
Q4 | $4.2M | Buy |
|
|||||
|
2024
Q3 | $4.01M | Sell |
|
|||||
|
2024
Q2 | $3.95M | Buy |
|
|||||
|
2024
Q1 | $3.43M | Sell |
|
|||||
|
2023
Q4 | $3.58M | Hold |
|
|||||
|
2023
Q3 | $3.26M | Hold |
|
|||||
|
2023
Q2 | $3.49M | Hold |
|
|||||
|
2023
Q1 | $3.62M | Sell |
|
|||||
|
2022
Q4 | $3.99M | Sell |
|
|||||
|
2022
Q3 | $3.87M | Hold |
|
|||||
|
2022
Q2 | $3.88M | Hold |
|
|||||
|
2022
Q1 | $4.34M | Hold |
|
|||||
|
2021
Q4 | $3.42M | Hold |
|
|||||
|
2021
Q3 | $3.27M | Hold |
|
|||||
|
2021
Q2 | $3.42M | Hold |
|
|||||
|
2021
Q1 | $3.42M | Hold |
|
|||||
|
2020
Q4 | $3.29M | Sell |
|
|||||
|
2020
Q3 | $3.07M | Hold |
|
|||||
|
2020
Q2 | $3.04M | Sell |
|
|||||
|
2020
Q1 | $3.07M | Hold |
|
|||||
|
2019
Q4 | $4.11M | Buy |
|
|||||
|
2019
Q3 | $4M | Buy |
|
|||||
|
2019
Q2 | $3.59M | Sell |
|
|||||
|
2019
Q1 | $3.31M | Hold |
|
|||||
|
2018
Q4 | $2.84M | Buy |
|