United Capital Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
14,656
+3,844
| +36% | +$291K | 0.01% | 555 |
|
|
2025
Q1 | $772K | Sell |
10,812
-3,879
| -26% | -$277K | 0.01% | 621 |
|
|
2024
Q4 | $1.29M | Buy |
14,691
+572
| +4% | +$50.2K | 0.01% | 498 |
|
|
2024
Q3 | $1.18M | Buy |
14,119
+458
| +3% | +$38.3K | 0.01% | 506 |
|
|
2024
Q2 | $1.04M | Sell |
13,661
-770
| -5% | -$58.6K | 0.01% | 512 |
|
|
2024
Q1 | $1.04M | Sell |
14,431
-1,839
| -11% | -$132K | 0.01% | 549 |
|
|
2023
Q4 | $1.22M | Buy |
16,270
+5,509
| +51% | +$412K | 0.01% | 512 |
|
|
2023
Q3 | $732K | Sell |
10,761
-2,689
| -20% | -$183K | ﹤0.01% | 568 |
|
|
2023
Q2 | $979K | Sell |
13,450
-4,560
| -25% | -$332K | 0.01% | 553 |
|
|
2023
Q1 | $1.36M | Sell |
18,010
-10,532
| -37% | -$796K | 0.01% | 513 |
|
|
2022
Q4 | $2.21M | Buy |
28,542
+2,048
| +8% | +$158K | 0.01% | 463 |
|
|
2022
Q3 | $1.99M | Sell |
26,494
-7,036
| -21% | -$527K | 0.01% | 477 |
|
|
2022
Q2 | $2.52M | Sell |
33,530
-2,324
| -6% | -$175K | 0.01% | 451 |
|
|
2022
Q1 | $3.01M | Buy |
35,854
+2,896
| +9% | +$243K | 0.01% | 444 |
|
|
2021
Q4 | $2.18M | Sell |
32,958
-260
| -0.8% | -$17.2K | 0.01% | 518 |
|
|
2021
Q3 | $2.1M | Sell |
33,218
-2,176
| -6% | -$138K | 0.01% | 514 |
|
|
2021
Q2 | $2.34M | Sell |
35,394
-2,290
| -6% | -$152K | 0.01% | 504 |
|
|
2021
Q1 | $2.5M | Buy |
37,684
+10,170
| +37% | +$674K | 0.01% | 464 |
|
|
2020
Q4 | $1.75M | Sell |
27,514
-1,000
| -4% | -$63.7K | 0.01% | 534 |
|
|
2020
Q3 | $1.69M | Buy |
28,514
+2,274
| +9% | +$135K | 0.01% | 540 |
|
|
2020
Q2 | $1.54M | Sell |
26,240
-3,980
| -13% | -$233K | 0.01% | 562 |
|
|
2020
Q1 | $1.71M | Sell |
30,220
-2,186
| -7% | -$123K | 0.01% | 526 |
|
|
2019
Q4 | $2.45M | Buy |
32,406
+3,546
| +12% | +$269K | 0.02% | 561 |
|
|
2019
Q3 | $2.13M | Sell |
28,860
-572
| -2% | -$42.2K | 0.01% | 573 |
|
|
2019
Q2 | $2.02M | Sell |
29,432
-890
| -3% | -$61.2K | 0.01% | 619 |
|
|
2019
Q1 | $1.91M | Buy |
30,322
+1,162
| +4% | +$73.1K | 0.01% | 597 |
|
|
2018
Q4 | $1.56M | Buy |
29,160
+1,238
| +4% | +$66.4K | 0.01% | 615 |
|
|
2018
Q3 | $1.59M | Buy |
27,922
+1,988
| +8% | +$113K | 0.01% | 658 |
|
|
2018
Q2 | $1.51M | Sell |
25,934
-812
| -3% | -$47.2K | 0.01% | 657 |
|
|
2018
Q1 | $1.49M | Buy |
26,746
+11,062
| +71% | +$615K | 0.01% | 665 |
|
|
2017
Q4 | $838K | Buy |
15,684
+12
| +0.1% | +$641 | 0.01% | 835 |
|
|
2017
Q3 | $894K | Buy |
15,672
+3,386
| +28% | +$193K | 0.01% | 805 |
|
|
2017
Q2 | $693K | Sell |
12,286
-2,136
| -15% | -$120K | 0.01% | 853 |
|
|
2017
Q1 | $797K | Sell |
14,422
-2,760
| -16% | -$153K | 0.01% | 805 |
|
|
2016
Q4 | $865K | Buy |
17,182
+952
| +6% | +$47.9K | 0.01% | 786 |
|
|
2016
Q3 | $870K | Sell |
16,230
-792
| -5% | -$42.5K | 0.01% | 810 |
|
|
2016
Q2 | $970K | Buy |
17,022
+870
| +5% | +$49.6K | 0.01% | 742 |
|
|
2016
Q1 | $840K | Buy |
16,152
+1,194
| +8% | +$62.1K | 0.01% | 743 |
|
|
2015
Q4 | $703K | Buy |
14,958
+1,244
| +9% | +$58.5K | 0.01% | 789 |
|
|
2015
Q3 | $663K | Buy |
13,714
+282
| +2% | +$13.6K | 0.01% | 815 |
|
|
2015
Q2 | $664K | Buy |
13,432
+1,082
| +9% | +$53.5K | 0.01% | 823 |
|
|
2015
Q1 | $656K | Buy |
12,350
+364
| +3% | +$19.3K | 0.01% | 815 |
|
|
2014
Q4 | $667K | Buy |
11,986
+626
| +6% | +$34.8K | 0.01% | 734 |
|
|
2014
Q3 | $599K | Buy |
+11,360
| New | +$599K | 0.01% | 742 |
|