Salem Investment Counselors’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 | $727K | Hold |
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|
2025
Q2 | $617K | Hold |
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|
2025
Q1 | $582K | Hold |
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|
2024
Q4 | $714K | Sell |
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|
2024
Q3 | $682K | Buy |
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|
2024
Q2 | $620K | Hold |
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|
2024
Q1 | $585K | Hold |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $563K | Hold |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $671K | Buy |
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|
2022
Q4 | $676K | Hold |
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|
2022
Q3 | $656K | Buy |
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|
2022
Q2 | $607K | Hold |
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|
2022
Q1 | $679K | Hold |
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|
2021
Q4 | $534K | Hold |
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|
2021
Q3 | $511K | Hold |
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|
2021
Q2 | $535K | Hold |
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|
2021
Q1 | $536K | Hold |
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|
2020
Q4 | $515K | Hold |
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|
2020
Q3 | $478K | Hold |
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|
2020
Q2 | $474K | Hold |
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|
2020
Q1 | $456K | Hold |
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|
2019
Q4 | $612K | Hold |
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|
2019
Q3 | $596K | Hold |
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|
2019
Q2 | $555K | Sell |
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|
2019
Q1 | $512K | Hold |
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|
2018
Q4 | $487K | Hold |
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|
2018
Q3 | $512K | Hold |
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|
2018
Q2 | $523K | Sell |
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|
2018
Q1 | $525K | Sell |
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|
2017
Q4 | $524K | Buy |
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|
2017
Q3 | $516K | Sell |
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|
2017
Q2 | $513K | Buy |
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|
2017
Q1 | $495K | Sell |
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|
2016
Q4 | $455K | Buy |
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|
2016
Q3 | $4.83K | Hold |
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|
2016
Q2 | $514K | Hold |
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|
2016
Q1 | $469K | Buy |
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|
2015
Q4 | $380K | Hold |
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|
2015
Q3 | $387K | Buy |
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|
2015
Q2 | $386K | Hold |
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|
2015
Q1 | $426K | Sell |
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|
2014
Q4 | $460K | Hold |
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|
2014
Q3 | $435K | Hold |
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|
2014
Q2 | $433K | Buy |
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|
2014
Q1 | $378K | Hold |
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|
2013
Q4 | $351K | Hold |
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|
2013
Q3 | $334K | Hold |
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|
2013
Q2 | $319K | Buy |
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