Corient Private Wealth’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 | $40.2M | Sell |
|
|||||
|
2025
Q2 | $42.1M | Sell |
|
|||||
|
2025
Q1 | $41.5M | Sell |
|
|||||
|
2024
Q4 | $54.9M | Sell |
|
|||||
|
2024
Q3 | $54.1M | Buy |
|
|||||
|
2024
Q2 | $46.9M | Buy |
|
|||||
|
2024
Q1 | $42.9M | Sell |
|
|||||
|
2023
Q4 | $46.6M | Sell |
|
|||||
|
2023
Q3 | $43.5M | Buy |
|
|||||
|
2023
Q2 | $45.8M | Buy |
|
|||||
|
2023
Q1 | $27.8M | Buy |
|
|||||
|
2022
Q4 | $14.4M | Buy |
|