Octavia Wealth 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
Q3 | $705K | Buy |
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|
2025
Q2 | $266K | Sell |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $563K | Sell |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $333K | Hold |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $289K | Buy |
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|
2020
Q4 | $277K | Buy |
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