Wealthfront Advisers’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
31,860
+7,617
| +31% | +$577K | 0.01% | 531 |
|
|
2025
Q1 | $1.73M | Sell |
24,243
-24,359
| -50% | -$1.74M | ﹤0.01% | 570 |
|
|
2024
Q4 | $4.26M | Buy |
48,602
+7,315
| +18% | +$642K | 0.01% | 361 |
|
|
2024
Q3 | $3.45M | Buy |
41,287
+2,920
| +8% | +$244K | 0.01% | 389 |
|
|
2024
Q2 | $2.92M | Buy |
38,367
+17,127
| +81% | +$1.3M | 0.01% | 390 |
|
|
2024
Q1 | $1.53M | Sell |
21,240
-1,613
| -7% | -$116K | 0.01% | 534 |
|
|
2023
Q4 | $1.71M | Buy |
22,853
+3,672
| +19% | +$274K | 0.01% | 493 |
|
|
2023
Q3 | $1.3M | Buy |
19,181
+7,927
| +70% | +$539K | 0.01% | 511 |
|
|
2023
Q2 | $1.64M | Buy |
11,254
+1,671
| +17% | +$243K | 0.01% | 461 |
|
|
2023
Q1 | $1.45M | Sell |
9,583
-18,857
| -66% | -$2.85M | 0.01% | 464 |
|
|
2022
Q4 | $4.4M | Buy |
28,440
+5,773
| +25% | +$892K | 0.02% | 226 |
|
|
2022
Q3 | $3.4M | Buy |
22,667
+12,623
| +126% | +$1.89M | 0.02% | 250 |
|
|
2022
Q2 | $1.51M | Buy |
10,044
+82
| +0.8% | +$12.3K | 0.01% | 426 |
|
|
2022
Q1 | $1.68M | Buy |
9,962
+546
| +6% | +$91.8K | 0.01% | 433 |
|
|
2021
Q4 | $1.25M | Buy |
9,416
+333
| +4% | +$44.1K | 0.01% | 467 |
|
|
2021
Q3 | $1.15M | Buy |
9,083
+1,282
| +16% | +$162K | 0.01% | 454 |
|
|
2021
Q2 | $1.03M | Buy |
7,801
+60
| +0.8% | +$7.95K | ﹤0.01% | 423 |
|
|
2021
Q1 | $1.03M | Sell |
7,741
-379
| -5% | -$50.2K | 0.01% | 379 |
|
|
2020
Q4 | $1.04M | Sell |
8,120
-101
| -1% | -$12.9K | 0.01% | 355 |
|
|
2020
Q3 | $973K | Sell |
8,221
-650
| -7% | -$76.9K | 0.01% | 330 |
|
|
2020
Q2 | $1.04M | Sell |
8,871
-5,133
| -37% | -$602K | 0.01% | 306 |
|
|
2020
Q1 | $1.58M | Sell |
14,004
-164
| -1% | -$18.5K | 0.01% | 178 |
|
|
2019
Q4 | $2.15M | Buy |
14,168
+1,178
| +9% | +$178K | 0.02% | 165 |
|
|
2019
Q3 | $1.92M | Buy |
12,990
+93
| +0.7% | +$13.7K | 0.02% | 176 |
|
|
2019
Q2 | $1.77M | Buy |
12,897
+573
| +5% | +$78.8K | 0.02% | 173 |
|
|
2019
Q1 | $1.55M | Buy |
12,324
+1,634
| +15% | +$206K | 0.01% | 187 |
|
|
2018
Q4 | $1.16M | Buy |
+10,690
| New | +$1.16M | 0.01% | 211 |
|