Toth Financial Advisory’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 | $59.3K | Sell |
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|
2025
Q2 | $51.3K | Buy |
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|
2025
Q1 | $47.9K | Buy |
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|
2024
Q4 | $58.4K | Sell |
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|
2024
Q3 | $57.1K | Buy |
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|
2024
Q2 | $51.5K | Buy |
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|
2024
Q1 | $48.2K | Buy |
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|
2023
Q4 | $49.8K | Sell |
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|
2023
Q3 | $61.2K | Buy |
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|
2023
Q2 | $65.1K | Buy |
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|
2023
Q1 | $67.1K | Buy |
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|
2022
Q4 | $68.1K | Sell |
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|
2022
Q3 | $87K | Buy |
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|
2022
Q2 | $85K | Buy |
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|
2022
Q1 | $91K | Buy |
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|
2021
Q4 | $71K | Buy |
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|
2021
Q3 | $67K | Buy |
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|
2021
Q2 | $70K | Buy |
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|
2021
Q1 | $69K | Sell |
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|
2020
Q4 | $74K | Buy |
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|
2020
Q3 | $68K | Buy |
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|
2020
Q2 | $67K | Buy |
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|
2020
Q1 | $64K | Buy |
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|
2019
Q4 | $85K | Buy |
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|
2019
Q3 | $82K | Buy |
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|
2019
Q2 | $76K | Buy |
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|
2019
Q1 | $69K | Buy |
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|
2018
Q4 | $59K | Buy |
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|
2018
Q3 | $61K | Buy |
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|
2018
Q2 | $62K | Buy |
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|
2018
Q1 | $59K | Buy |
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|
2017
Q4 | $56K | Buy |
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