IHT 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 | $480K | Sell |
|
|||||
|
2025
Q2 | $411K | Sell |
|
|||||
|
2025
Q1 | $400K | Buy |
|
|||||
|
2024
Q4 | $491K | Sell |
|
|||||
|
2024
Q3 | $723K | Buy |
|
|||||
|
2024
Q2 | $422K | Buy |
|
|||||
|
2024
Q1 | $387K | Sell |
|
|||||
|
2023
Q4 | $406K | Buy |
|
|||||
|
2023
Q3 | $342K | Buy |
|
|||||
|
2023
Q2 | $364K | Buy |
|
|||||
|
2023
Q1 | $337K | Buy |
|
|||||
|
2022
Q4 | $317K | Buy |
|
|||||
|
2022
Q3 | $299K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $314K | Buy |
|
|||||
|
2021
Q1 | $301K | Buy |
|
|||||
|
2020
Q4 | $255K | Buy |
|
|||||
|
2020
Q3 | $205K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $231K | Sell |
|
|||||
|
2019
Q3 | $300K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $243K | Buy |
|
|||||
|
2018
Q3 | $248K | Buy |
|
|||||
|
2018
Q2 | $233K | Buy |
|
|||||
|
2018
Q1 | $101K | Hold |
|
|||||
|
2017
Q4 | $99K | Hold |
|
|||||
|
2017
Q3 | $103K | Sell |
|
|||||
|
2017
Q2 | $0 | Sell |
|
|||||
|
2017
Q1 | $223K | Sell |
|
|||||
|
2016
Q4 | $217K | Buy |
|