Independent Advisor Alliance’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 | $781K | Sell |
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|
2025
Q2 | $662K | Sell |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $539K | Sell |
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|
2024
Q2 | $526K | Buy |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $540K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | $256K | Buy |
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