Petix & Botte Financial’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $1.43M | Hold |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $856K | Sell |
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|
2023
Q4 | $1.78M | Hold |
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|
2023
Q3 | $1.62M | Hold |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $901K | Buy |
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|
2022
Q3 | $893K | Hold |
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|
2022
Q2 | $895K | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $788K | Sell |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $789K | Buy |
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|
2021
Q1 | $644K | Hold |
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|
2020
Q4 | $619K | Hold |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $570K | Buy |
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|
2020
Q1 | $549K | Sell |
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|
2019
Q4 | $849K | Buy |
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