Tompkins Financial’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 | $148K | Hold |
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|
2025
Q2 | $125K | Buy |
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|
2025
Q1 | $89.2K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $175K | Sell |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q2 | $170K | Hold |
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|
2022
Q1 | $190K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $55K | Sell |
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|
2018
Q4 | $94K | Hold |
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|
2018
Q3 | $99K | Hold |
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|
2018
Q2 | $101K | Hold |
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|
2018
Q1 | $97K | Buy |
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