Lake Street Advisors Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $292K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $428K | Buy |
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|
2020
Q3 | $386K | Sell |
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|
2020
Q2 | $399K | Buy |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $488K | Buy |
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|
2019
Q3 | $465K | Buy |
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|
2019
Q2 | $421K | Sell |
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|
2019
Q1 | $419K | Buy |
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|
2018
Q4 | $354K | Buy |
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|
2018
Q3 | $369K | Sell |
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|
2018
Q2 | $435K | Buy |
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