Wealthspire Advisors (New York)’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
5,317
+746
| +16% | +$56.5K | ﹤0.01% | 595 |
|
|
2025
Q1 | $326K | Sell |
4,571
-692
| -13% | -$49.4K | ﹤0.01% | 622 |
|
|
2024
Q4 | $462K | Buy |
5,263
+214
| +4% | +$18.8K | ﹤0.01% | 531 |
|
|
2024
Q3 | $422K | Buy |
5,049
+558
| +12% | +$46.7K | ﹤0.01% | 533 |
|
|
2024
Q2 | $342K | Sell |
4,491
-241
| -5% | -$18.3K | ﹤0.01% | 508 |
|
|
2024
Q1 | $340K | Sell |
4,732
-318
| -6% | -$22.8K | ﹤0.01% | 498 |
|
|
2023
Q4 | $377K | Buy |
5,050
+508
| +11% | +$38K | 0.01% | 464 |
|
|
2023
Q3 | $309K | Sell |
4,542
-906
| -17% | -$61.6K | 0.01% | 478 |
|
|
2023
Q2 | $397K | Sell |
5,448
-18
| -0.3% | -$1.31K | 0.01% | 410 |
|
|
2023
Q1 | $413K | Sell |
5,466
-2,426
| -31% | -$183K | 0.01% | 383 |
|
|
2022
Q4 | $610K | Sell |
7,892
-2,238
| -22% | -$173K | 0.01% | 345 |
|
|
2022
Q3 | $760K | Buy |
+10,130
| New | +$760K | 0.02% | 270 |
|
|
2021
Q2 | – | Sell |
-5,940
| Closed | -$394K | – | 620 |
|
|
2021
Q1 | $394K | Buy |
5,940
+544
| +10% | +$36.1K | 0.01% | 465 |
|
|
2020
Q4 | $344K | Buy |
+5,396
| New | +$344K | 0.01% | 391 |
|
|
2020
Q2 | – | Sell |
-5,334
| Closed | -$301K | – | 492 |
|
|
2020
Q1 | $301K | Buy |
+5,334
| New | +$301K | 0.01% | 380 |
|
|
2019
Q1 | – | Sell |
-362
| Closed | -$20K | – | 683 |
|
|
2018
Q4 | $20K | Buy |
+362
| New | +$20K | ﹤0.01% | 342 |
|