First Foundation 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 | $445K | Buy |
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|
2025
Q2 | $374K | Buy |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $441K | Sell |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $376K | Hold |
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|
2024
Q1 | $355K | Hold |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $678K | Sell |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $654K | Sell |
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|
2022
Q1 | $784K | Buy |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $249K | Sell |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $779K | Hold |
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|
2019
Q3 | $759K | Buy |
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|
2019
Q2 | $218K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $283K | Hold |
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|
2016
Q3 | $302K | Sell |
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|
2016
Q2 | $378K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $226K | Sell |
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|
2015
Q2 | $267K | Buy |
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