Sutton Wealth Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $15.6K | Sell |
230
-34
| -13% | -$2.31K | 0.01% | 393 |
|
|
2023
Q2 | $19.2K | Hold |
264
| – | – | 0.01% | 357 |
|
|
2023
Q1 | $20K | Sell |
264
-12
| -4% | -$907 | 0.01% | 313 |
|
|
2022
Q4 | $21.3K | Hold |
276
| – | – | 0.01% | 673 |
|
|
2022
Q3 | $20.7K | Sell |
276
-18
| -6% | -$1.35K | 0.01% | 651 |
|
|
2022
Q2 | $22.1K | Buy |
294
+22
| +8% | +$1.65K | 0.01% | 644 |
|
|
2022
Q1 | $22.9K | Buy |
272
+16
| +6% | +$1.35K | 0.01% | 669 |
|
|
2021
Q4 | $16.9K | Buy |
256
+60
| +31% | +$3.97K | 0.01% | 761 |
|
|
2021
Q3 | $12.4K | Hold |
196
| – | – | ﹤0.01% | 837 |
|
|
2021
Q2 | $13K | Hold |
196
| – | – | ﹤0.01% | 826 |
|
|
2021
Q1 | $13K | Sell |
196
-8
| -4% | -$530 | 0.01% | 796 |
|
|
2020
Q4 | $13K | Buy |
204
+14
| +7% | +$892 | 0.01% | 737 |
|
|
2020
Q3 | $11.2K | Sell |
190
-40
| -17% | -$2.37K | 0.01% | 702 |
|
|
2020
Q2 | $13.5K | Buy |
230
+40
| +21% | +$2.35K | 0.01% | 634 |
|
|
2020
Q1 | $10.7K | Buy |
190
+8
| +4% | +$452 | 0.01% | 636 |
|
|
2019
Q4 | $13.8K | Hold |
182
| – | – | 0.01% | 739 |
|
|
2019
Q3 | $13.4K | Hold |
182
| – | – | 0.01% | 707 |
|
|
2019
Q2 | $12.5K | Hold |
182
| – | – | 0.01% | 726 |
|
|
2019
Q1 | $11.5K | Hold |
182
| – | – | 0.01% | 756 |
|
|
2018
Q4 | $9.85K | Hold |
182
| – | – | 0.01% | 749 |
|
|
2018
Q3 | $10.4K | Hold |
182
| – | – | 0.01% | 777 |
|
|
2018
Q2 | $10.6K | Hold |
182
| – | – | 0.01% | 817 |
|
|
2018
Q1 | $10.1K | Hold |
182
| – | – | 0.01% | 804 |
|
|
2017
Q4 | $9.73K | Hold |
182
| – | – | 0.01% | 793 |
|
|
2017
Q3 | $10.4K | Hold |
182
| – | – | 0.01% | 757 |
|
|
2017
Q2 | $10.3K | Hold |
182
| – | – | 0.01% | 743 |
|
|
2017
Q1 | $10.1K | Hold |
182
| – | – | 0.01% | 709 |
|
|
2016
Q4 | $9.16K | Hold |
182
| – | – | 0.01% | 715 |
|
|
2016
Q3 | $9.75K | Hold |
182
| – | – | 0.01% | 670 |
|
|
2016
Q2 | $10.4K | Hold |
182
| – | – | 0.01% | 618 |
|
|
2016
Q1 | $9.47K | Buy |
+182
| New | +$9.47K | 0.01% | 623 |
|