Evergreen Capital 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 | $590K | Buy |
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|
2025
Q2 | $483K | Sell |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $395K | Sell |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q4 | $236K | Buy |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $209K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | $200K | Buy |
|