Cornerstone Wealth Management’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 | $450K | Buy |
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|
2025
Q2 | $379K | Buy |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | $362K | Buy |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $260K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $256K | Buy |
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|
2018
Q2 | $185K | Buy |
|