Valley Wealth Managers’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 | $97.5K | Hold |
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|
2025
Q2 | $82.1K | Hold |
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|
2025
Q1 | $77.4K | Hold |
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|
2024
Q4 | $95.1K | Hold |
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|
2024
Q3 | $90.7K | Sell |
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|
2024
Q2 | $86.3K | Buy |
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|
2024
Q1 | $77.9K | Hold |
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|
2023
Q4 | $81K | Hold |
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|
2023
Q3 | $73.7K | Hold |
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|
2023
Q2 | $78.9K | Hold |
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|
2023
Q1 | $81.9K | Hold |
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|
2022
Q4 | $83.8K | Sell |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $84K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $305K | Sell |
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|
2017
Q1 | $561K | Hold |
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|
2016
Q4 | $511K | Hold |
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|
2016
Q3 | $544K | Hold |
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|
2016
Q2 | $578K | Buy |
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|
2016
Q1 | $247K | Buy |
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