Jones Financial Companies’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 | $945K | Buy |
|
|||||
|
2025
Q2 | $578K | Buy |
|
|||||
|
2025
Q1 | $461K | Sell |
|
|||||
|
2024
Q4 | $606K | Buy |
|
|||||
|
2024
Q3 | $301K | Buy |
|
|||||
|
2024
Q2 | $55.4K | Buy |
|
|||||
|
2024
Q1 | $41.6K | Buy |
|
|||||
|
2023
Q4 | $15.8K | Buy |
|
|||||
|
2023
Q3 | $12.2K | Buy |
|
|||||
|
2023
Q2 | $12.4K | Sell |
|
|||||
|
2023
Q1 | $42.2K | Buy |
|
|||||
|
2022
Q4 | $2K | Sell |
|
|||||
|
2022
Q3 | $9K | Sell |
|
|||||
|
2022
Q2 | $38K | Buy |
|
|||||
|
2022
Q1 | $22K | Sell |
|
|||||
|
2021
Q4 | $18K | Buy |
|
|||||
|
2021
Q3 | $15K | Hold |
|
|||||
|
2021
Q2 | $16K | Sell |
|
|||||
|
2021
Q1 | $42K | Buy |
|
|||||
|
2020
Q4 | $36K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $17K | Buy |
|
|||||
|
2013
Q2 | $15K | Buy |
|