Fortem Financial Group’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$326K Sell
2024
Q4
$442K Buy
2024
Q3
$406K Buy
2024
Q2
$268K Sell
2024
Q1
$263K Buy
2023
Q4
$246K Buy
2023
Q3
$203K Sell
2023
Q2
$219K Buy
2022
Q3
Sell
2022
Q2
$2M Sell
2022
Q1
$3.14M Sell
2021
Q4
$2.63M Sell
2021
Q3
$2.56M Buy
2021
Q2
$2.64M Buy
2021
Q1
$2.44M Sell
2020
Q4
$2.37M Buy
2020
Q3
$818K Buy