West Oak 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 | $117 | Hold |
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|
2025
Q2 | $99 | Hold |
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|
2025
Q1 | $93 | Hold |
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|
2024
Q4 | $114K | Hold |
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|
2024
Q3 | $109 | Hold |
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|
2024
Q2 | $9.89K | Hold |
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|
2024
Q1 | $9K | Hold |
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|
2023
Q4 | $10K | Hold |
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|
2023
Q3 | $9K | Hold |
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|
2023
Q2 | $9.46K | Hold |
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|
2023
Q1 | $9.82K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $500K | Sell |
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|
2015
Q3 | $1.31M | Buy |
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|
2015
Q2 | $1.33M | Sell |
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|
2015
Q1 | $1.51M | Sell |
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|
2014
Q4 | $1.63M | Sell |
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|
2014
Q3 | $1.58M | Sell |
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|
2014
Q2 | $1.63M | Sell |
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|
2014
Q1 | $1.52M | Sell |
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|
2013
Q4 | $1.45M | Sell |
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|
2013
Q3 | $1.39M | Sell |
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|
2013
Q2 | $1.35M | Buy |
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