HB 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 | $1.51M | Buy |
|
|||||
|
2025
Q2 | $1.15M | Sell |
|
|||||
|
2025
Q1 | $1.11M | Sell |
|
|||||
|
2024
Q4 | $1.65M | Buy |
|
|||||
|
2024
Q3 | $1.27M | Buy |
|
|||||
|
2024
Q2 | $956K | Buy |
|
|||||
|
2024
Q1 | $734K | Sell |
|
|||||
|
2023
Q4 | $811K | Sell |
|
|||||
|
2023
Q3 | $855K | Buy |
|
|||||
|
2023
Q2 | $381K | Buy |
|
|||||
|
2023
Q1 | $344K | Sell |
|
|||||
|
2022
Q4 | $384K | Buy |
|
|||||
|
2022
Q3 | $317K | Buy |
|
|||||
|
2022
Q2 | $294K | Buy |
|
|||||
|
2022
Q1 | $262K | Buy |
|