Trivium Point 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
$774K Sell
2025
Q2
$777K Sell
2025
Q1
$755K Sell
2024
Q4
$1.03M Sell
2024
Q3
$1.12M Sell
2024
Q2
$953K Buy
2024
Q1
$839K Sell
2023
Q4
$907K Buy
2023
Q3
$771K Buy
2023
Q2
$819K Sell
2023
Q1
$859K Buy
2022
Q4
$858K Buy
2022
Q3
$802K Buy
2022
Q2
$777K Sell
2022
Q1
$895K Buy
2021
Q4
$512K Buy
2021
Q3
$432K Buy