Cohen Klingenstein’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 | $864K | Hold |
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|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $685K | Hold |
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|
2024
Q4 | $842K | Hold |
|
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|
2024
Q3 | $803K | Hold |
|
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|
2024
Q2 | $730K | Hold |
|
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|
2024
Q1 | $690K | Hold |
|
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|
2023
Q4 | $717K | Hold |
|
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|
2023
Q3 | $653K | Hold |
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|
2023
Q2 | $699K | Hold |
|
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|
2023
Q1 | $726K | Hold |
|
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|
2022
Q4 | $742K | Hold |
|
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|
2022
Q3 | $720K | Hold |
|
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|
2022
Q2 | $721K | Hold |
|
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|
2022
Q1 | $807K | Hold |
|
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|
2021
Q4 | $635K | Hold |
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|
2021
Q3 | $607K | Buy |
|