Perennial 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 | $499K | Buy |
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|
2025
Q2 | $389K | Buy |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $444K | Buy |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $467K | Buy |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $317K | Buy |
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