Freestone Capital Holdings’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 | $308K | Buy |
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|
2025
Q2 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $795K | Buy |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $275K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $202K | Sell |
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|
2020
Q3 | $259K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2.77M | Buy |
|