SimpliFi Inc’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 | $252K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $245K | Buy |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q4 | $214K | Hold |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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