SOA Wealth Advisors’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 | $38.2K | Buy |
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|
2025
Q2 | $14.8K | Hold |
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|
2025
Q1 | $13.9K | Sell |
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|
2024
Q4 | $43.7K | Hold |
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|
2024
Q3 | $41.7K | Hold |
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|
2024
Q2 | $37.9K | Hold |
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|
2024
Q1 | $35.8K | Hold |
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|
2023
Q4 | $37.2K | Hold |
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|
2023
Q3 | $33.9K | Hold |
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|
2023
Q2 | $36.3K | Sell |
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|
2023
Q1 | $38K | Hold |
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|
2022
Q4 | $38.8K | Sell |
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|
2022
Q3 | $38K | Sell |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $93K | Hold |
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|
2021
Q4 | $73K | Hold |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $73K | Buy |
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|
2021
Q1 | $47K | Sell |
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|
2020
Q4 | $47K | Buy |
|