LVM Capital Management’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 | $601K | Hold |
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|
2025
Q2 | $506K | Hold |
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|
2025
Q1 | $476K | Hold |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $496K | Hold |
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $464K | Hold |
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|
2023
Q4 | $483K | Hold |
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|
2023
Q3 | $440K | Hold |
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|
2023
Q2 | $471K | Hold |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.26M | Hold |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $428K | Hold |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $428K | Hold |
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|
2021
Q1 | $429K | Hold |
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|
2020
Q4 | $412K | Hold |
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|
2020
Q3 | $383K | Sell |
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|
2020
Q2 | $383K | Hold |
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|
2020
Q1 | $369K | Hold |
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|
2019
Q4 | $495K | Hold |
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|
2019
Q3 | $482K | Sell |
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|
2019
Q2 | $460K | Hold |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $357K | Hold |
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|
2018
Q3 | $375K | Hold |
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|
2018
Q2 | $383K | Hold |
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|
2018
Q1 | $367K | Hold |
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|
2017
Q4 | $353K | Hold |
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|
2017
Q3 | $376K | Hold |
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|
2017
Q2 | $372K | Hold |
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|
2017
Q1 | $364K | Hold |
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|
2016
Q4 | $332K | Sell |
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|
2016
Q3 | $366K | Buy |
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|
2016
Q2 | $396K | Hold |
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|
2016
Q1 | $361K | Hold |
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|
2015
Q4 | $326K | Hold |
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|
2015
Q3 | $336K | Hold |
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|
2015
Q2 | $343K | Sell |
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|
2015
Q1 | $382K | Hold |
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|
2014
Q4 | $390K | Hold |
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|
2014
Q3 | $369K | Hold |
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|
2014
Q2 | $366K | Sell |
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|
2014
Q1 | $351K | Hold |
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|
2013
Q4 | $325K | Hold |
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|
2013
Q3 | $310K | Hold |
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|
2013
Q2 | $296K | Buy |
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