Kestra Private Wealth 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 | $790K | Sell |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $821K | Buy |
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|
2023
Q3 | $685K | Sell |
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|
2023
Q2 | $788K | Buy |
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|
2023
Q1 | $698K | Sell |
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|
2022
Q4 | $765K | Sell |
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|
2022
Q3 | $776K | Sell |
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|
2022
Q2 | $781K | Sell |
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|
2022
Q1 | $888K | Buy |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $364K | Sell |
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|
2021
Q2 | $410K | Sell |
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|
2021
Q1 | $438K | Buy |
|