Daymark Wealth Partners’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 | $259K | Sell |
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|
2025
Q2 | $242K | Buy |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $469K | Sell |
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|
2024
Q2 | $458K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $326K | Hold |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $342K | Buy |
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