TF
Tompkins Financial’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
1,650
+400
| +32% | +$30.3K | 0.01% | 224 |
|
|
2025
Q1 | $89.2K | Buy |
+1,250
| New | +$89.2K | 0.01% | 271 |
|
|
2023
Q1 | – | Sell |
-1,133
| Closed | -$175K | – | 647 |
|
|
2022
Q4 | $175K | Sell |
1,133
-54
| -5% | -$8.34K | 0.03% | 192 |
|
|
2022
Q3 | $178K | Buy |
1,187
+54
| +5% | +$8.1K | 0.03% | 187 |
|
|
2022
Q2 | $170K | Hold |
1,133
| – | – | 0.03% | 197 |
|
|
2022
Q1 | $190K | Buy |
+1,133
| New | +$190K | 0.03% | 196 |
|
|
2019
Q2 | – | Sell |
-435
| Closed | -$55K | – | 397 |
|
|
2019
Q1 | $55K | Sell |
435
-435
| -50% | -$55K | 0.01% | 225 |
|
|
2018
Q4 | $94K | Hold |
870
| – | – | 0.02% | 190 |
|
|
2018
Q3 | $99K | Hold |
870
| – | – | 0.02% | 207 |
|
|
2018
Q2 | $101K | Hold |
870
| – | – | 0.02% | 205 |
|
|
2018
Q1 | $97K | Buy |
+870
| New | +$97K | 0.02% | 203 |
|