GHP Investment Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Buy |
1,678
+784
| +88% | +$59.4K | 0.01% | 413 |
|
|
2025
Q1 | $63.8K | Hold |
894
| – | – | ﹤0.01% | 477 |
|
|
2024
Q4 | $78.4K | Hold |
894
| – | – | ﹤0.01% | 461 |
|
|
2024
Q3 | $74.8K | Hold |
894
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $68K | Buy |
894
+400
| +81% | +$30.4K | ﹤0.01% | 470 |
|
|
2024
Q1 | $35.5K | Hold |
494
| – | – | ﹤0.01% | 528 |
|
|
2023
Q4 | $36.9K | Sell |
494
-164
| -25% | -$12.3K | ﹤0.01% | 519 |
|
|
2023
Q3 | $45.7K | Buy |
658
+22
| +3% | +$1.53K | ﹤0.01% | 501 |
|
|
2023
Q2 | $45.9K | Buy |
636
+142
| +29% | +$10.2K | ﹤0.01% | 494 |
|
|
2023
Q1 | $37.3K | Hold |
494
| – | – | ﹤0.01% | 524 |
|
|
2022
Q4 | $38.2K | Hold |
494
| – | – | ﹤0.01% | 515 |
|
|
2022
Q3 | $37K | Hold |
494
| – | – | ﹤0.01% | 516 |
|
|
2022
Q2 | $37K | Hold |
494
| – | – | ﹤0.01% | 515 |
|
|
2022
Q1 | $42K | Buy |
+494
| New | +$42K | ﹤0.01% | 522 |
|