Moneta Group Investment Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Sell |
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|
2025
Q1 | $698K | Buy |
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|
2024
Q4 | $830K | Buy |
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|
2024
Q3 | $731K | Sell |
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|
2024
Q2 | $736K | Buy |
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|
2024
Q1 | $630K | Buy |
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|
2023
Q4 | $634K | Buy |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $608K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $93K | Hold |
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|
2017
Q4 | $89K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $90K | Buy |
|