Obermeyer Wealth Partners’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 | $293K | Sell |
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|
2025
Q2 | $345K | Sell |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $718K | Buy |
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|
2023
Q4 | $419K | Hold |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $670K | Hold |
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|
2023
Q1 | $696K | Hold |
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|
2022
Q4 | $712K | Buy |
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|
2022
Q3 | $638K | Hold |
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|
2022
Q2 | $639K | Hold |
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|
2022
Q1 | $715K | Hold |
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|
2021
Q4 | $562K | Hold |
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|
2021
Q3 | $538K | Hold |
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|
2021
Q2 | $563K | Sell |
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|
2021
Q1 | $615K | Buy |
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