Continuum Advisory’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
$311K Sell
2025
Q2
$280K Buy
2025
Q1
$256K Sell
2024
Q4
$325K Buy
2024
Q3
$334K Buy
2024
Q2
$275K Buy
2024
Q1
$274K Sell
2023
Q4
$362K Sell
2023
Q3
$436K Buy
2023
Q2
$452K Buy
2023
Q1
$459K Buy
2022
Q4
$465K Buy
2022
Q3
$449K Sell
2022
Q2
$463K Sell
2022
Q1
$532K Buy