Safeguard Investment Advisory Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $606K | Buy |
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|
2025
Q3 | $616K | Buy |
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|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $688K | Buy |
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|
2024
Q4 | $662K | Sell |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $580K | Buy |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | $514K | Buy |
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|
2022
Q2 | $419K | Hold |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $380K | Buy |
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|
2020
Q4 | $275K | Buy |
|