Foundations Investment 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 | $12.2M | Buy |
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|
2025
Q2 | $9.84M | Buy |
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|
2025
Q1 | $7.14M | Buy |
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|
2024
Q4 | $7.58M | Buy |
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|
2024
Q3 | $5.61M | Buy |
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|
2024
Q2 | $4.32M | Buy |
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|
2024
Q1 | $3.78M | Buy |
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $3.51M | Buy |
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|
2023
Q2 | $3.53M | Buy |
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|
2023
Q1 | $3.25M | Buy |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $729K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $307K | Buy |
|