Summit Wealth & Retirement Planning’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $388K | Hold |
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|
2025
Q4 | $352K | Hold |
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|
2025
Q3 | $359K | Hold |
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|
2025
Q2 | $302K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $421K | Buy |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $543K | Buy |
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|
2019
Q3 | $529K | Sell |
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|
2019
Q2 | $530K | Buy |
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|
2019
Q1 | $485K | Sell |
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|
2018
Q4 | $471K | Buy |
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