Wealth Enhancement Advisory Services’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 | $11.9M | Sell |
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|
2025
Q2 | $19M | Buy |
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|
2025
Q1 | $12.4M | Buy |
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|
2024
Q4 | $14M | Buy |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $10.3M | Buy |
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|
2024
Q1 | $8.85M | Buy |
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|
2023
Q4 | $8.17M | Buy |
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|
2023
Q3 | $4.89M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.52M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.64M | Buy |
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