Vance Wealth’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
|
|||||
|
2025
Q1 | $359K | Sell |
|
|||||
|
2024
Q4 | $474K | Sell |
|
|||||
|
2024
Q3 | $454K | Buy |
|
|||||
|
2024
Q2 | $412K | Buy |
|
|||||
|
2024
Q1 | $388K | Buy |
|
|||||
|
2023
Q4 | $403K | Buy |
|
|||||
|
2023
Q3 | $366K | Buy |
|
|||||
|
2023
Q2 | $392K | Hold |
|
|||||
|
2023
Q1 | $410K | Sell |
|
|||||
|
2022
Q4 | $426K | Hold |
|
|||||
|
2022
Q3 | $414K | Hold |
|
|||||
|
2022
Q2 | $414K | Sell |
|
|||||
|
2022
Q1 | $471K | Hold |
|
|||||
|
2021
Q4 | $370K | Buy |
|