Cerro Pacific Wealth Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $447K | Sell |
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|
2025
Q4 | $413K | Sell |
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|
2025
Q3 | $424K | Sell |
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|
2025
Q2 | $369K | Sell |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $382K | Hold |
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|
2024
Q2 | $382K | Buy |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $376K | Buy |
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