Stratos Wealth Partners’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 | $1.26M | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $690K | Sell |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $684K | Buy |
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|
2021
Q1 | $642K | Sell |
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|
2020
Q4 | $989K | Buy |
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|
2020
Q3 | $887K | Buy |
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|
2020
Q2 | $877K | Buy |
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|
2020
Q1 | $845K | Buy |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $892K | Buy |
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|
2018
Q4 | $763K | Buy |
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|
2018
Q3 | $329K | Sell |
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|
2018
Q2 | $400K | Sell |
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|
2018
Q1 | $426K | Sell |
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|
2017
Q4 | $495K | Buy |
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|
2017
Q3 | $386K | Buy |
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|
2017
Q2 | $380K | Buy |
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|
2017
Q1 | $267K | Buy |
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|
2016
Q4 | $236K | Sell |
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|
2016
Q3 | $442K | Sell |
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|
2016
Q2 | $489K | Buy |
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|
2016
Q1 | $431K | Buy |
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|
2015
Q4 | $380K | Buy |
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|
2015
Q3 | $336K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $328K | Buy |
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|
2014
Q4 | $301K | Sell |
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|
2014
Q3 | $296K | Buy |
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|
2014
Q2 | $274K | Buy |
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