Sequoia Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
13,404
+5,835
| +77% | +$442K | 0.01% | 676 |
|
|
2025
Q1 | $540K | Sell |
7,569
-985
| -12% | -$70.3K | ﹤0.01% | 819 |
|
|
2024
Q4 | $750K | Buy |
8,554
+1,534
| +22% | +$135K | 0.01% | 670 |
|
|
2024
Q3 | $587K | Buy |
7,020
+312
| +5% | +$26.1K | 0.01% | 693 |
|
|
2024
Q2 | $510K | Buy |
6,708
+399
| +6% | +$30.3K | 0.01% | 677 |
|
|
2024
Q1 | $453K | Sell |
6,309
-3,579
| -36% | -$257K | 0.01% | 715 |
|
|
2023
Q4 | $739K | Buy |
9,888
+5,153
| +109% | +$385K | 0.01% | 621 |
|
|
2023
Q3 | $322K | Buy |
4,735
+31
| +0.7% | +$2.11K | 0.01% | 660 |
|
|
2023
Q2 | $342K | Sell |
4,704
-770
| -14% | -$56.1K | 0.01% | 649 |
|
|
2023
Q1 | $414K | Sell |
5,474
-1,092
| -17% | -$82.5K | 0.01% | 525 |
|
|
2022
Q4 | $507K | Buy |
6,566
+1,634
| +33% | +$126K | 0.01% | 430 |
|
|
2022
Q3 | $370K | Sell |
4,932
-38,428
| -89% | -$2.88M | 0.01% | 333 |
|
|
2022
Q2 | $3.26M | Sell |
43,360
-1,614
| -4% | -$121K | 0.09% | 144 |
|
|
2022
Q1 | $3.78M | Buy |
44,974
+9,530
| +27% | +$801K | 0.09% | 138 |
|
|
2021
Q4 | $2.34M | Buy |
+35,444
| New | +$2.34M | 0.06% | 169 |
|