Wealthspire Advisors (New York)’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 | $312K | Sell |
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|
2025
Q2 | $403K | Buy |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $462K | Buy |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $377K | Buy |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $610K | Sell |
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|
2022
Q3 | $760K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $394K | Buy |
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|
2020
Q4 | $344K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $301K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $20K | Buy |
|