Laurel Wealth Advisors (California)’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.24M | Sell |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $1.98M | Sell |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.96M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $1.86M | Sell |
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|
2019
Q3 | $2.8M | Buy |
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|
2019
Q2 | $1.64M | Buy |
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|
2019
Q1 | $1.49M | Sell |
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|
2018
Q4 | $1.39M | Sell |
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|
2018
Q3 | $1.46M | Sell |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $1.24M | Sell |
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|
2017
Q4 | $1.48M | Sell |
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|
2017
Q3 | $1.61M | Sell |
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|
2017
Q2 | $1.59M | Buy |
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|
2017
Q1 | $1.55M | Buy |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.28M | Buy |
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|
2016
Q2 | $1.33M | Sell |
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|
2016
Q1 | $1.68M | Sell |
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|
2015
Q4 | $1.6M | Buy |
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