Signature Wealth Management Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
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|
2025
Q1 | $287K | Hold |
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|
2024
Q4 | $353K | Hold |
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|
2024
Q3 | $336K | Hold |
|
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|
2024
Q2 | $306K | Hold |
|
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|
2024
Q1 | $289K | Hold |
|
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|
2023
Q4 | $300K | Hold |
|
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $325K | Hold |
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|
2021
Q3 | $311K | Hold |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $313K | Buy |
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