Golden State Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
2,220
+321
| +17% | +$24.3K | 0.02% | 386 |
|
|
2025
Q1 | $136K | Sell |
1,899
-53
| -3% | -$3.78K | 0.02% | 388 |
|
|
2024
Q4 | $171K | Buy |
+1,952
| New | +$171K | 0.03% | 347 |
|
|
2022
Q1 | – | Sell |
-6,232
| Closed | -$412K | – | 357 |
|
|
2021
Q4 | $412K | Buy |
+6,232
| New | +$412K | 0.07% | 241 |
|
|
2021
Q1 | – | Sell |
-6,688
| Closed | -$426K | – | 236 |
|
|
2020
Q4 | $426K | Buy |
6,688
+2,168
| +48% | +$138K | 0.12% | 140 |
|
|
2020
Q3 | $267K | Sell |
4,520
-158
| -3% | -$9.33K | 0.09% | 157 |
|
|
2020
Q2 | $274K | Buy |
4,678
+162
| +4% | +$9.49K | 0.09% | 146 |
|
|
2020
Q1 | $255K | Buy |
+4,516
| New | +$255K | 0.11% | 125 |
|
|
2019
Q4 | – | Sell |
-6,674
| Closed | -$493K | – | 798 |
|
|
2019
Q3 | $493K | Buy |
6,674
+1,016
| +18% | +$75.1K | 0.16% | 110 |
|
|
2019
Q2 | $388K | Buy |
5,658
+110
| +2% | +$7.54K | 0.12% | 145 |
|
|
2019
Q1 | $349K | Buy |
+5,548
| New | +$349K | 0.12% | 153 |
|