Pinnacle Financial Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $213K | Buy |
2,983
+218
| +8% | +$15.6K | ﹤0.01% | 436 |
|
|
2024
Q4 | $243K | Buy |
+2,765
| New | +$243K | ﹤0.01% | 407 |
|
|
2021
Q1 | – | Sell |
-5,808
| Closed | -$370K | – | 462 |
|
|
2020
Q4 | $370K | Hold |
5,808
| – | – | 0.02% | 282 |
|
|
2020
Q3 | $344K | Hold |
5,808
| – | – | 0.02% | 273 |
|
|
2020
Q2 | $340K | Sell |
5,808
-3,194
| -35% | -$187K | 0.02% | 270 |
|
|
2020
Q1 | $508K | Sell |
9,002
-3,174
| -26% | -$179K | 0.04% | 233 |
|
|
2019
Q4 | $922K | Sell |
12,176
-1,292
| -10% | -$97.8K | 0.06% | 214 |
|
|
2019
Q3 | $994K | Buy |
13,468
+12
| +0.1% | +$886 | 0.07% | 192 |
|
|
2019
Q2 | $924K | Buy |
13,456
+526
| +4% | +$36.1K | 0.07% | 196 |
|
|
2019
Q1 | $814K | Sell |
12,930
-480
| -4% | -$30.2K | 0.07% | 195 |
|
|
2018
Q4 | $725K | Sell |
13,410
-10
| -0.1% | -$541 | 0.07% | 195 |
|
|
2018
Q3 | $763K | Buy |
13,420
+10
| +0.1% | +$569 | 0.06% | 199 |
|
|
2018
Q2 | $779K | Hold |
13,410
| – | – | 0.07% | 193 |
|
|
2018
Q1 | $746K | Sell |
13,410
-584
| -4% | -$32.5K | 0.08% | 191 |
|
|
2017
Q4 | $748K | Hold |
13,994
| – | – | 0.08% | 186 |
|
|
2017
Q3 | $799K | Sell |
13,994
-1,350
| -9% | -$77.1K | 0.1% | 161 |
|
|
2017
Q2 | $865K | Hold |
15,344
| – | – | 0.12% | 161 |
|
|
2017
Q1 | $848K | Buy |
15,344
+1,934
| +14% | +$107K | 0.17% | 135 |
|
|
2016
Q4 | $675K | Hold |
13,410
| – | – | 0.15% | 142 |
|
|
2016
Q3 | $757K | Hold |
13,410
| – | – | 0.17% | 141 |
|
|
2016
Q2 | $757K | Hold |
13,410
| – | – | 0.17% | 136 |
|
|
2016
Q1 | $698K | Sell |
13,410
-30
| -0.2% | -$1.56K | 0.18% | 138 |
|
|
2015
Q4 | $632K | Sell |
13,440
-60
| -0.4% | -$2.82K | 0.2% | 131 |
|
|
2015
Q3 | $653K | Hold |
13,500
| – | – | 0.21% | 123 |
|
|
2015
Q2 | $668K | Hold |
13,500
| – | – | 0.21% | 120 |
|
|
2015
Q1 | $736K | Sell |
13,500
-162
| -1% | -$8.83K | 0.25% | 109 |
|
|
2014
Q4 | $761K | Buy |
13,662
+162
| +1% | +$9.02K | 0.27% | 105 |
|
|
2014
Q3 | $711K | Buy |
13,500
+90
| +0.7% | +$4.74K | 0.27% | 103 |
|
|
2014
Q2 | $702K | Hold |
13,410
| – | – | 0.28% | 95 |
|
|
2014
Q1 | $649K | Hold |
13,410
| – | – | 0.29% | 93 |
|
|
2013
Q4 | $602K | Buy |
13,410
+8,402
| +168% | +$377K | 0.28% | 98 |
|
|
2013
Q3 | $214K | Buy |
+5,008
| New | +$214K | 0.11% | 129 |
|