Financial Perspectives’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 | $566K | Buy |
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|
2025
Q2 | $474K | Buy |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $540K | Buy |
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|
2024
Q3 | $512K | Buy |
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|
2024
Q2 | $463K | Buy |
|
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $448K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $433K | Buy |
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|
2022
Q2 | $431K | Hold |
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|
2022
Q1 | $482K | Hold |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $2.87M | Buy |
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|
2020
Q4 | $365K | Hold |
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|
2020
Q3 | $339K | Hold |
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|
2020
Q2 | $336K | Hold |
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|
2020
Q1 | $324K | Hold |
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|
2019
Q4 | $434K | Buy |
|