Confluence Wealth Services’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 | $359K | Hold |
|
|||||
|
2025
Q1 | $347K | Buy |
|
|||||
|
2024
Q4 | $209K | Buy |
|
|||||
|
2024
Q3 | $211K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $216K | Sell |
|
|||||
|
2023
Q4 | $233K | Sell |
|
|||||
|
2023
Q3 | $231K | Buy |
|
|||||
|
2023
Q2 | $237K | Buy |
|
|||||
|
2023
Q1 | $245K | Hold |
|
|||||
|
2022
Q4 | $250K | Hold |
|
|||||
|
2022
Q3 | $242K | Sell |
|
|||||
|
2022
Q2 | $429K | Sell |
|
|||||
|
2022
Q1 | $453K | Sell |
|
|||||
|
2021
Q4 | $357K | Buy |
|