Global Retirement Partners’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 | $289K | Sell |
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|
2025
Q2 | $343K | Buy |
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|
2024
Q4 | $377K | Buy |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $183K | Buy |
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|
2022
Q2 | $175K | Buy |
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|
2022
Q1 | $176K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $162K | Buy |
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|
2021
Q2 | $159K | Buy |
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|
2021
Q1 | $109K | Buy |
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|
2020
Q4 | $89K | Sell |
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|
2020
Q3 | $83K | Buy |
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|
2020
Q2 | $70K | Sell |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $704K | Buy |
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|
2019
Q3 | $578K | Buy |
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|
2019
Q2 | $51K | Buy |
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|
2019
Q1 | $41K | Buy |
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|
2018
Q4 | $26K | Buy |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $7K | Sell |
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|
2017
Q3 | $9K | Buy |
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|
2017
Q2 | $6K | Sell |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $9K | Buy |
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