Parcion Private Wealth’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 | $4.33M | Buy |
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|
2025
Q2 | $3.63M | Buy |
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|
2025
Q1 | $3.42M | Buy |
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|
2024
Q4 | $4.12M | Hold |
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|
2024
Q3 | $3.93M | Sell |
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|
2024
Q2 | $3.57M | Buy |
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|
2024
Q1 | $3.37M | Hold |
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|
2023
Q4 | $3.51M | Hold |
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|
2023
Q3 | $3.19M | Hold |
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|
2023
Q2 | $3.42M | Sell |
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|
2023
Q1 | $3.55M | Sell |
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|
2022
Q4 | $3.63M | Buy |
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|
2022
Q3 | $3.52M | Hold |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $3.95M | Sell |
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|
2021
Q4 | $3.24M | Hold |
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|
2021
Q3 | $3.01M | Buy |
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|
2021
Q2 | $3.1M | Hold |
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|
2021
Q1 | $3.1M | Hold |
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|
2020
Q4 | $2.98M | Hold |
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|
2020
Q3 | $2.82M | Sell |
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|
2020
Q2 | $2.88M | Sell |
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|
2020
Q1 | $2.71M | Buy |
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|
2019
Q4 | $3.62M | Buy |
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