Golden State 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 | $313K | Buy |
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|
2025
Q2 | $168K | Buy |
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|
2025
Q1 | $136K | Sell |
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|
2024
Q4 | $171K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $426K | Buy |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $274K | Buy |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $493K | Buy |
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|
2019
Q2 | $388K | Buy |
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|
2019
Q1 | $349K | Buy |
|