Gryphon Financial Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,126
| Closed | -$164K | – | 206 |
|
2022
Q4 | $164K | Buy |
+2,126
| New | +$164K | 0.04% | 195 |
|
2019
Q4 | – | Sell |
-5,406
| Closed | -$399K | – | 181 |
|
2019
Q3 | $399K | Buy |
+5,406
| New | +$399K | 0.12% | 94 |
|
2018
Q3 | – | Sell |
-936
| Closed | -$54K | – | 737 |
|
2018
Q2 | $54K | Sell |
936
-16
| -2% | -$923 | 0.02% | 218 |
|
2018
Q1 | $53K | Buy |
952
+26
| +3% | +$1.45K | 0.03% | 219 |
|
2017
Q4 | $50K | Buy |
+926
| New | +$50K | 0.03% | 245 |
|