Tanglewood Legacy Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58K | Hold |
|
|||||
|
2025
Q1 | $7.14K | Hold |
|
|||||
|
2024
Q4 | $8.77K | Hold |
|
|||||
|
2024
Q3 | $8.36K | Hold |
|
|||||
|
2024
Q2 | $7.61K | Hold |
|
|||||
|
2024
Q1 | $7.18K | Sell |
|
|||||
|
2023
Q4 | $52.3K | Hold |
|
|||||
|
2023
Q3 | $47.6K | Hold |
|
|||||
|
2023
Q2 | $51K | Hold |
|
|||||
|
2023
Q1 | $52.9K | Hold |
|
|||||
|
2022
Q4 | $54.1K | Buy |
|