Prudent Man 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
Q1
Sell
2024
Q4
$850K Sell
2024
Q3
$893K Buy
2024
Q2
$677K Buy
2024
Q1
$618K Sell
2023
Q4
$653K Buy
2023
Q3
$413K Sell
2023
Q2
$456K Sell
2023
Q1
$481K Sell
2022
Q4
$493K Buy
2022
Q3
$366K Sell
2022
Q2
$367K Sell
2022
Q1
$416K Sell
2021
Q4
$346K Sell
2021
Q3
$332K Sell
2021
Q2
$352K Buy
2021
Q1
$338K Buy
2020
Q4
$318K Buy
2020
Q3
$254K Buy
2020
Q2
$247K Buy