Robertson Stephens Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $251K | Buy |
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