Cornerstone Planning Group’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
$14.5K Sell
2025
Q2
$326K Buy
2025
Q1
$289K Buy
2024
Q4
$318K Buy
2024
Q3
$322K Buy
2024
Q2
$303K Buy
2024
Q1
$281K Buy
2023
Q4
$287K Hold
2023
Q3
$261K Sell
2023
Q2
$286K Buy
2022
Q4
$306K Buy