Vontobel Holding’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 | $968K | Sell |
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|
2025
Q2 | $901K | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $955K | Buy |
|
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|
2024
Q2 | $842K | Sell |
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|
2024
Q1 | $904K | Sell |
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|
2023
Q4 | $984K | Sell |
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|
2023
Q3 | $925K | Sell |
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|
2023
Q2 | $10.5M | Sell |
|
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|
2023
Q1 | $12.4M | Sell |
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|
2022
Q4 | $13.1M | Buy |
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|
2022
Q3 | $2.91M | Buy |
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|
2022
Q2 | $2.88M | Buy |
|
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $545K | Buy |
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|
2021
Q2 | $527K | Sell |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q4 | $1.68M | Buy |
|