United Capital Financial Advisors’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 | $1.45M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $772K | Sell |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $732K | Sell |
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|
2023
Q2 | $979K | Sell |
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $2.52M | Sell |
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|
2022
Q1 | $3.01M | Buy |
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|
2021
Q4 | $2.18M | Sell |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $2.34M | Sell |
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|
2021
Q1 | $2.5M | Buy |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $1.69M | Buy |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $2.45M | Buy |
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|
2019
Q3 | $2.13M | Sell |
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|
2019
Q2 | $2.02M | Sell |
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|
2019
Q1 | $1.91M | Buy |
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|
2018
Q4 | $1.56M | Buy |
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|
2018
Q3 | $1.59M | Buy |
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|
2018
Q2 | $1.51M | Sell |
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|
2018
Q1 | $1.49M | Buy |
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|
2017
Q4 | $838K | Buy |
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|
2017
Q3 | $894K | Buy |
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|
2017
Q2 | $693K | Sell |
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|
2017
Q1 | $797K | Sell |
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|
2016
Q4 | $865K | Buy |
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|
2016
Q3 | $870K | Sell |
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|
2016
Q2 | $970K | Buy |
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|
2016
Q1 | $840K | Buy |
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|
2015
Q4 | $703K | Buy |
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|
2015
Q3 | $663K | Buy |
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|
2015
Q2 | $664K | Buy |
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|
2015
Q1 | $656K | Buy |
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|
2014
Q4 | $667K | Buy |
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|
2014
Q3 | $599K | Buy |
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