Marion Wealth 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
Q1 | – | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1M | Buy |
|
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|
2024
Q1 | $917K | Buy |
|
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|
2023
Q4 | $940K | Buy |
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|
2023
Q3 | $824K | Buy |
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|
2023
Q2 | $844K | Buy |
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|
2023
Q1 | $859K | Buy |
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|
2022
Q4 | $825K | Buy |
|
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $653K | Buy |
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|
2022
Q1 | $550K | Buy |
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|
2021
Q4 | $428K | Buy |
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