Destination 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 | $209K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $749K | Sell |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Hold |
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|
2019
Q3 | $266K | Sell |
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|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | $188K | Sell |
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|
2018
Q4 | $183K | Buy |
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|
2018
Q3 | $172K | Buy |
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|
2018
Q2 | $3K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $250K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $250K | Buy |
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