Great Valley Advisor Group’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 | $464K | Buy |
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|
2025
Q2 | $368K | Sell |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $397K | Sell |
|
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|
2024
Q3 | $592K | Buy |
|
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|
2024
Q2 | $345K | Buy |
|
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $299K | Buy |
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|
2023
Q3 | $264K | Sell |
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|
2023
Q2 | $302K | Buy |
|
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $603K | Buy |
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|
2022
Q2 | $558K | Buy |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | $268K | Buy |
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