EverSource Wealth Advisors’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 | $373K | Sell |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $297K | Buy |
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|
2024
Q4 | $297K | Sell |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $80K | Buy |
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