Geneos Wealth Management’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 | $4.82M | Sell |
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|
2025
Q2 | $4.1M | Sell |
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|
2025
Q1 | $6.31M | Buy |
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|
2024
Q4 | $2.62M | Buy |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $44.6K | Buy |
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|
2024
Q1 | $17K | Sell |
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|
2023
Q4 | $19.1K | Sell |
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|
2023
Q3 | $27.1K | Buy |
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|
2023
Q2 | $26.4K | Hold |
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|
2023
Q1 | $27.4K | Sell |
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|
2022
Q4 | $35.7K | Buy |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $67K | Sell |
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|
2022
Q1 | $75K | Sell |
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|
2021
Q4 | $60K | Sell |
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|
2021
Q3 | $183K | Hold |
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|
2021
Q2 | $196K | Sell |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $192K | Buy |
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|
2020
Q3 | $171K | Sell |
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|
2020
Q2 | $168K | Sell |
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|
2020
Q1 | $196K | Sell |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $1.1M | Sell |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $944K | Buy |
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|
2017
Q3 | $325K | Hold |
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|
2017
Q2 | $321K | Buy |
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|
2017
Q1 | $204K | Sell |
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|
2016
Q4 | $270K | Buy |
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|
2016
Q3 | $173K | Sell |
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|
2016
Q2 | $226K | Sell |
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|
2016
Q1 | $217K | Buy |
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