Spire Wealth Management’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 | $47.2K | Sell |
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|
2025
Q2 | $50K | Sell |
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|
2025
Q1 | $73.2K | Buy |
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|
2024
Q4 | $62.2K | Buy |
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|
2024
Q3 | $41.3K | Sell |
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|
2024
Q2 | $45.6K | Sell |
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|
2024
Q1 | $44.9K | Sell |
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|
2023
Q4 | $64.2K | Buy |
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|
2023
Q3 | $28K | Sell |
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|
2023
Q2 | $32.3K | Sell |
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|
2023
Q1 | $44.2K | Buy |
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|
2022
Q4 | $26K | Hold |
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|
2022
Q3 | $26K | Sell |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $102K | Sell |
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|
2021
Q2 | $135K | Sell |
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|
2021
Q1 | $257K | Buy |
|