Lido Advisors’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 | $1.73M | Buy |
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|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $7.26M | Sell |
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|
2024
Q4 | $9.04M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $7.55M | Buy |
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|
2023
Q4 | $7.27M | Buy |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $207K | Sell |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $341K | Buy |
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|
2019
Q3 | $317K | Buy |
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|
2019
Q2 | $292K | Sell |
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|
2019
Q1 | $356K | Buy |
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|
2018
Q4 | $280K | Sell |
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|
2018
Q3 | $297K | Buy |
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|
2018
Q2 | $239K | Sell |
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|
2018
Q1 | $244K | Buy |
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