Sowell Financial Services’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 | $1.36M | Sell |
|
|||||
|
2025
Q2 | $1.43M | Sell |
|
|||||
|
2025
Q1 | $1.38M | Sell |
|
|||||
|
2024
Q4 | $1.71M | Buy |
|
|||||
|
2024
Q3 | $1.43M | Sell |
|
|||||
|
2024
Q2 | $1.49M | Buy |
|
|||||
|
2024
Q1 | $1.4M | Sell |
|
|||||
|
2023
Q4 | $1.63M | Buy |
|
|||||
|
2023
Q3 | $1.46M | Buy |
|
|||||
|
2023
Q2 | $1.53M | Buy |
|
|||||
|
2023
Q1 | $1.24M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.35M | Buy |
|
|||||
|
2020
Q4 | $1.14M | Buy |
|
|||||
|
2020
Q3 | $1.02M | Sell |
|
|||||
|
2020
Q2 | $1.02M | Buy |
|
|||||
|
2020
Q1 | $933K | Buy |
|
|||||
|
2019
Q4 | $1.05M | Sell |
|
|||||
|
2019
Q3 | $1.22M | Buy |
|
|||||
|
2019
Q1 | $1.04M | Sell |
|
|||||
|
2018
Q4 | $993K | Buy |
|
|||||
|
2018
Q3 | $1.04M | Hold |
|
|||||
|
2018
Q2 | $1.05M | Buy |
|
|||||
|
2018
Q1 | $1.02M | Sell |
|
|||||
|
2017
Q4 | $1.06M | Buy |
|
|||||
|
2017
Q3 | $1.16M | Buy |
|
|||||
|
2017
Q2 | $1.13M | Buy |
|
|||||
|
2017
Q1 | $1.05M | Buy |
|
|||||
|
2016
Q4 | $643K | Buy |
|