Phillips Financial Management’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 | $226K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $200K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
|