MAI 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 | $780K | Buy |
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|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $559K | Buy |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $498K | Sell |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $613K | Buy |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $431K | Buy |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $259K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Buy |
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