Clearstead Advisors’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 | $721K | Sell |
|
|||||
|
2025
Q2 | $647K | Buy |
|
|||||
|
2025
Q1 | $575K | Buy |
|
|||||
|
2024
Q4 | $545K | Sell |
|
|||||
|
2024
Q3 | $540K | Buy |
|
|||||
|
2024
Q2 | $427K | Buy |
|
|||||
|
2024
Q1 | $102K | Buy |
|
|||||
|
2023
Q4 | $84.7K | Sell |
|
|||||
|
2023
Q3 | $145K | Buy |
|
|||||
|
2023
Q2 | $73.2K | Sell |
|
|||||
|
2023
Q1 | $76.5K | Sell |
|
|||||
|
2022
Q4 | $191K | Buy |
|
|||||
|
2022
Q3 | $175K | Buy |
|
|||||
|
2022
Q2 | $18K | Buy |
|
|||||
|
2022
Q1 | $19K | Hold |
|
|||||
|
2021
Q4 | $15K | Sell |
|
|||||
|
2021
Q3 | $20K | Buy |
|
|||||
|
2021
Q2 | $17K | Buy |
|
|||||
|
2021
Q1 | $15K | Hold |
|
|||||
|
2020
Q4 | $14K | Buy |
|