Patriot Financial Group Insurance Agency’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 | $691K | Sell |
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|
2025
Q2 | $582K | Buy |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $80K | Buy |
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|
2021
Q3 | $77K | Buy |
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|
2021
Q2 | $76K | Buy |
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|
2021
Q1 | $76K | Sell |
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|
2020
Q4 | $86K | Hold |
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|
2020
Q3 | $80K | Sell |
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|
2020
Q2 | $80K | Sell |
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|
2020
Q1 | $81K | Buy |
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|
2019
Q4 | $86K | Hold |
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|
2019
Q3 | $84K | Buy |
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|
2019
Q2 | $74K | Hold |
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|
2019
Q1 | $67K | Hold |
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|
2018
Q4 | $58K | Buy |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $23K | Sell |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $24K | Hold |
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|
2017
Q3 | $25K | Buy |
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|
2017
Q2 | $22K | Hold |
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|
2017
Q1 | $22K | Hold |
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|
2016
Q4 | $20K | Buy |
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