Joel Isaacson & Co’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $206K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $291K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $99K | Buy |
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|
2016
Q3 | $105K | Buy |
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|
2016
Q2 | $111K | Buy |
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|
2016
Q1 | $101K | Sell |
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|
2015
Q4 | $103K | Buy |
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|
2015
Q3 | $51K | Buy |
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|
2015
Q2 | $52K | Sell |
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|
2015
Q1 | $112K | Sell |
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|
2014
Q4 | $129K | Buy |
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|
2014
Q3 | $122K | Sell |
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|
2014
Q2 | $131K | Hold |
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|
2014
Q1 | $121K | Sell |
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|
2013
Q4 | $122K | Buy |
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|
2013
Q3 | $88K | Hold |
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|
2013
Q2 | $84K | Buy |
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