Independent Solutions 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 | $2.38M | Buy |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $2.2M | Buy |
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|
2024
Q3 | $2.09M | Buy |
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|
2024
Q2 | $1.9M | Sell |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $917K | Buy |
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|
2022
Q1 | $973K | Buy |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q3 | $485K | Buy |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $402K | Sell |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $413K | Sell |
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|
2020
Q1 | $424K | Sell |
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|
2019
Q4 | $587K | Buy |
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