Evoke Wealth’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 | $2.32M | Buy |
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|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.72M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $23K | Sell |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | $17K | Buy |
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|
2021
Q3 | $15K | Sell |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $15K | Buy |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $57K | Sell |
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|
2019
Q4 | $77.2K | Buy |
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|
2019
Q3 | $19K | Buy |
|