Heritage 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 | $184K | Hold |
|
|||||
|
2025
Q2 | $155K | Hold |
|
|||||
|
2025
Q1 | $146K | Sell |
|
|||||
|
2024
Q4 | $184K | Hold |
|
|||||
|
2024
Q3 | $175K | Buy |
|
|||||
|
2024
Q2 | $155K | Hold |
|
|||||
|
2024
Q1 | $147K | Hold |
|
|||||
|
2023
Q4 | $153K | Hold |
|
|||||
|
2023
Q3 | $139K | Hold |
|
|||||
|
2023
Q2 | $149K | Hold |
|
|||||
|
2023
Q1 | $154K | Hold |
|
|||||
|
2022
Q4 | $158K | Sell |
|
|||||
|
2022
Q3 | $175K | Hold |
|
|||||
|
2022
Q2 | $175K | Hold |
|
|||||
|
2022
Q1 | $196K | Sell |
|
|||||
|
2021
Q4 | $207K | Hold |
|
|||||
|
2021
Q3 | $198K | Hold |
|
|||||
|
2021
Q2 | $207K | Hold |
|
|||||
|
2021
Q1 | $208K | Hold |
|
|||||
|
2020
Q4 | $200K | Buy |
|
|||||
|
2020
Q3 | $121K | Hold |
|
|||||
|
2020
Q2 | $120K | Hold |
|
|||||
|
2020
Q1 | $116K | Sell |
|
|||||
|
2019
Q4 | $157K | Buy |
|
|||||
|
2019
Q3 | $151K | Hold |
|
|||||
|
2019
Q2 | $141K | Hold |
|
|||||
|
2019
Q1 | $129K | Hold |
|
|||||
|
2018
Q4 | $111K | Hold |
|
|||||
|
2018
Q3 | $116K | Buy |
|