Ritter Daniher Financial Advisory’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 | $49.8K | Buy |
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|
2025
Q2 | $37.9K | Hold |
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|
2025
Q1 | $35.7K | Hold |
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|
2024
Q4 | $43.9K | Hold |
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|
2024
Q3 | $41.8K | Hold |
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|
2024
Q2 | $38K | Sell |
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|
2024
Q1 | $43.1K | Hold |
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|
2023
Q4 | $44.8K | Sell |
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|
2023
Q3 | $61.2K | Buy |
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|
2023
Q2 | $51K | Hold |
|
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|
2023
Q1 | $52.9K | Hold |
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|
2022
Q4 | $54.1K | Sell |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $65K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $51K | Hold |
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|
2020
Q4 | $49K | Buy |
|