Concord Wealth Partners’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 | $4.95K | Hold |
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|
2025
Q2 | $4.17K | Hold |
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|
2025
Q1 | $3.92K | Sell |
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|
2024
Q4 | $21.2K | Buy |
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|
2024
Q3 | $20.1K | Buy |
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|
2024
Q2 | $18.1K | Sell |
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|
2024
Q1 | $28.1K | Sell |
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|
2023
Q4 | $32.8K | Sell |
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|
2023
Q3 | $38.4K | Buy |
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|
2023
Q2 | $22.8K | Buy |
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|
2023
Q1 | $19.3K | Buy |
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|
2022
Q4 | $5.25K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $4K | Buy |
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|
2020
Q4 | $1K | Buy |
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