Financial Advisory Partners’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 | $4.37M | Buy |
|
|||||
|
2025
Q2 | $3.53M | Sell |
|
|||||
|
2025
Q1 | $3.4M | Sell |
|
|||||
|
2024
Q4 | $4.25M | Sell |
|
|||||
|
2024
Q3 | $4.06M | Sell |
|
|||||
|
2024
Q2 | $3.8M | Sell |
|
|||||
|
2024
Q1 | $3.72M | Sell |
|
|||||
|
2023
Q4 | $4.38M | Buy |
|
|||||
|
2023
Q3 | $3.9M | Sell |
|
|||||
|
2023
Q2 | $4.25M | Buy |
|
|||||
|
2023
Q1 | $740K | Buy |
|
|||||
|
2022
Q4 | $742K | Sell |
|
|||||
|
2022
Q3 | $728K | Buy |
|
|||||
|
2022
Q2 | $717K | Sell |
|
|||||
|
2022
Q1 | $887K | Sell |
|
|||||
|
2021
Q4 | $700K | Buy |
|