Steward Partners Investment Advisory’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 | $1.11M | Sell |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $804K | Buy |
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|
2024
Q2 | $564K | Buy |
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|
2024
Q1 | $396K | Sell |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $389K | Buy |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $444K | Hold |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $620K | Buy |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $499K | Sell |
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|
2021
Q1 | $539K | Buy |
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|
2020
Q4 | $495K | Sell |
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|
2020
Q3 | $521K | Sell |
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|
2020
Q2 | $616K | Sell |
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|
2020
Q1 | $647K | Sell |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $983K | Sell |
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|
2019
Q1 | $910K | Sell |
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|
2018
Q4 | $871K | Buy |
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|
2018
Q3 | $913K | Buy |
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|
2018
Q2 | $920K | Sell |
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|
2018
Q1 | $909K | Buy |
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|
2017
Q4 | $854K | Sell |
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|
2017
Q3 | $928K | Buy |
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|
2017
Q2 | $889K | Buy |
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|
2017
Q1 | $230K | Buy |
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|
2016
Q4 | $117K | Buy |
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