West Branch Capital’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 | $9.9K | Hold |
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|
2025
Q2 | $8.34K | Hold |
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|
2025
Q1 | $7.85K | Buy |
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|
2024
Q4 | $176 | Hold |
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|
2024
Q3 | $168 | Sell |
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|
2024
Q2 | $77.5K | Sell |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $118K | Sell |
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|
2023
Q3 | $155K | Buy |
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|
2023
Q2 | $166K | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $186K | Sell |
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|
2021
Q3 | $190K | Buy |
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|
2021
Q2 | $186K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Hold |
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|
2019
Q3 | $214K | Buy |
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