Optimum 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
Q3 | $34.2K | Hold |
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|
2025
Q2 | $28.8K | Hold |
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|
2025
Q1 | $27.1K | Hold |
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|
2024
Q4 | $33.3K | Hold |
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|
2024
Q3 | $31.8K | Hold |
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|
2024
Q2 | $28.9K | Hold |
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|
2024
Q1 | $27.3K | Hold |
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|
2023
Q4 | $28.4K | Hold |
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|
2023
Q3 | $25.9K | Hold |
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|
2023
Q2 | $27.7K | Hold |
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|
2023
Q1 | $28.7K | Sell |
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|
2022
Q4 | $30.9K | Hold |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $25K | Hold |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $62K | Sell |
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|
2020
Q3 | $62K | Hold |
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|
2020
Q2 | $62K | Hold |
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|
2020
Q1 | $59K | Hold |
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|
2019
Q4 | $80K | Hold |
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|
2019
Q3 | $77K | Hold |
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|
2019
Q2 | $72K | Buy |
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|
2019
Q1 | $28K | Hold |
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|
2018
Q4 | $24K | Hold |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $25K | Buy |
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|
2015
Q1 | $25K | Hold |
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|
2014
Q4 | $25K | Hold |
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|
2014
Q3 | $24K | Hold |
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|
2014
Q2 | $24K | Hold |
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|
2014
Q1 | $22K | Hold |
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|
2013
Q4 | $20K | Hold |
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|
2013
Q3 | $19K | Buy |
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