Dynamic Advisor Solutions’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 | $1.56M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $897K | Buy |
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|
2022
Q3 | $799K | Buy |
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|
2022
Q2 | $756K | Buy |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $656K | Sell |
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|
2021
Q3 | $691K | Buy |
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|
2021
Q2 | $455K | Buy |
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|
2021
Q1 | $428K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Sell |
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|
2020
Q1 | $463K | Buy |
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|
2019
Q4 | $608K | Buy |
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|
2019
Q3 | $267K | Buy |
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|
2019
Q2 | $248K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $358K | Buy |
|