Neumann 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 | $481K | Hold |
|
|||||
|
2025
Q2 | $405K | Hold |
|
|||||
|
2025
Q1 | $382K | Hold |
|
|||||
|
2024
Q4 | $469K | Hold |
|
|||||
|
2024
Q3 | $447K | Hold |
|
|||||
|
2024
Q2 | $407K | Hold |
|
|||||
|
2024
Q1 | $384K | Hold |
|
|||||
|
2023
Q4 | $400K | Hold |
|
|||||
|
2023
Q3 | $364K | Sell |
|
|||||
|
2023
Q2 | $389K | Hold |
|
|||||
|
2023
Q1 | $404K | Buy |
|
|||||
|
2022
Q4 | $413K | Sell |
|
|||||
|
2022
Q3 | $401K | Hold |
|
|||||
|
2022
Q2 | $402K | Hold |
|
|||||
|
2022
Q1 | $450K | Hold |
|
|||||
|
2021
Q4 | $354K | Hold |
|
|||||
|
2021
Q3 | $338K | Hold |
|
|||||
|
2021
Q2 | $354K | Hold |
|
|||||
|
2021
Q1 | $354K | Hold |
|
|||||
|
2020
Q4 | $341K | Hold |
|
|||||
|
2020
Q3 | $317K | Hold |
|
|||||
|
2020
Q2 | $314K | Hold |
|
|||||
|
2020
Q1 | $302K | Hold |
|
|||||
|
2019
Q4 | $405K | Hold |
|
|||||
|
2019
Q3 | $395K | Hold |
|
|||||
|
2019
Q2 | $367K | Hold |
|
|||||
|
2019
Q1 | $337K | Buy |
|
|||||
|
2018
Q4 | $247K | Sell |
|
|||||
|
2018
Q3 | $292K | Hold |
|
|||||
|
2018
Q2 | $298K | Buy |
|
|||||
|
2018
Q1 | $254K | Hold |
|
|||||
|
2017
Q4 | $244K | Hold |
|
|||||
|
2017
Q3 | $261K | Hold |
|
|||||
|
2017
Q2 | $258K | Hold |
|
|||||
|
2017
Q1 | $252K | Hold |
|
|||||
|
2016
Q4 | $230K | Hold |
|
|||||
|
2016
Q3 | $245K | Hold |
|
|||||
|
2016
Q2 | $260K | Buy |
|
|||||
|
2016
Q1 | $236K | Hold |
|
|||||
|
2015
Q4 | $213K | Buy |
|
|||||
|
2015
Q3 | $210K | Hold |
|
|||||
|
2015
Q2 | $215K | Hold |
|
|||||
|
2015
Q1 | $236K | Hold |
|
|||||
|
2014
Q4 | $241K | Buy |
|