Reilly Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.78M | Buy |
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2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $2.1M | Buy |
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|
2020
Q4 | $1.96M | Sell |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $2.41M | Buy |
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|
2020
Q1 | $2.3M | Buy |
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|
2019
Q4 | $808K | Hold |
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|
2019
Q3 | $787K | Sell |
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|
2019
Q2 | $871K | Buy |
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|
2019
Q1 | $679K | Sell |
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|
2018
Q4 | $730K | Buy |
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|
2018
Q3 | $669K | Sell |
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|
2018
Q2 | $767K | Sell |
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|
2018
Q1 | $813K | Sell |
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|
2017
Q4 | $1.07M | Sell |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.19M | Hold |
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|
2017
Q1 | $1.17M | Buy |
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|
2016
Q4 | $400K | Sell |
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|
2016
Q3 | $471K | Sell |
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|
2016
Q2 | $519K | Sell |
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|
2016
Q1 | $536K | Sell |
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|
2015
Q4 | $641K | Buy |
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|
2015
Q3 | $564K | Sell |
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|
2015
Q2 | $612K | Sell |
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|
2015
Q1 | $1.12M | Buy |
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|
2014
Q4 | $926K | Sell |
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|
2014
Q3 | $1.2M | Sell |
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|
2014
Q2 | $1.26M | Buy |
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|
2014
Q1 | $590K | Buy |
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|
2013
Q4 | $463K | Sell |
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|
2013
Q3 | $468K | Buy |
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|
2013
Q2 | $428K | Buy |
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