Marcum Wealth’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $332K | Buy |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $306K | Buy |
|
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|
2024
Q1 | $279K | Buy |
|
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|
2023
Q4 | $288K | Buy |
|
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|
2023
Q3 | $260K | Buy |
|
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $208K | Sell |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $352K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $214K | Buy |
|