LifeSteps Financial’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 | $231K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $289K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $296K | Hold |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | $239K | Hold |
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|
2020
Q3 | $222K | Hold |
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|
2020
Q2 | $220K | Hold |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $284K | Buy |
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