HCR Wealth Advisors’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 | $549K | Sell |
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|
2025
Q2 | $488K | Buy |
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|
2025
Q1 | $457K | Buy |
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|
2024
Q4 | $559K | Buy |
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|
2024
Q3 | $530K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $399K | Sell |
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|
2021
Q2 | $424K | Sell |
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|
2021
Q1 | $433K | Sell |
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|
2020
Q4 | $474K | Buy |
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|
2020
Q3 | $440K | Sell |
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|
2020
Q2 | $450K | Buy |
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|
2020
Q1 | $415K | Buy |
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|
2019
Q4 | $555K | Buy |
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|
2019
Q3 | $516K | Buy |
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|
2019
Q2 | $469K | Sell |
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|
2019
Q1 | $431K | Buy |
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|
2018
Q4 | $367K | Hold |
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|
2018
Q3 | $387K | Buy |
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|
2018
Q2 | $390K | Buy |
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|
2018
Q1 | $373K | Buy |
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|
2017
Q4 | $357K | Buy |
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|
2017
Q3 | $332K | Sell |
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|
2017
Q2 | $366K | Buy |
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|
2017
Q1 | $357K | Buy |
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|
2016
Q4 | $324K | Buy |
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