Kestra Advisory Services’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 | $1.1M | Sell |
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|
2025
Q2 | $988K | Sell |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.64M | Sell |
|
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.41M | Buy |
|
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.72M | Sell |
|
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.04M | Buy |
|
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $863K | Buy |
|