My Legacy 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 | $553K | Sell |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $677K | Sell |
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|
2024
Q3 | $700K | Sell |
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|
2024
Q2 | $781K | Buy |
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|
2024
Q1 | $733K | Sell |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $710K | Buy |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $672K | Buy |
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|
2022
Q3 | $482K | Buy |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $440K | Buy |
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