FineMark National Bank & Trust’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 | $319K | Sell |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $360K | Hold |
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|
2022
Q4 | $368K | Hold |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $324K | Sell |
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|
2021
Q3 | $333K | Buy |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | $282K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $89K | Hold |
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|
2016
Q3 | $95K | Sell |
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|
2016
Q2 | $129K | Buy |
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|
2016
Q1 | $113K | Buy |
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|
2015
Q4 | $74K | Buy |
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|
2015
Q3 | $39K | Sell |
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|
2015
Q2 | $59K | Hold |
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|
2015
Q1 | $65K | Hold |
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|
2014
Q4 | $66K | Hold |
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|
2014
Q3 | $62K | Sell |
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|
2014
Q2 | $68K | Hold |
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|
2014
Q1 | $63K | Sell |
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|
2013
Q4 | $65K | Sell |
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|
2013
Q3 | $70K | Hold |
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|
2013
Q2 | $68K | Buy |
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