Westside Investment Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5K | Buy |
375
+127
| +51% | +$9.66K | 0.01% | 581 |
|
|
2025
Q1 | $17.7K | Hold |
248
| – | – | ﹤0.01% | 592 |
|
|
2024
Q4 | $21.8K | Buy |
248
+148
| +148% | +$13K | ﹤0.01% | 546 |
|
|
2024
Q3 | $8.36K | Sell |
100
-100
| -50% | -$8.36K | ﹤0.01% | 710 |
|
|
2024
Q2 | $15.2K | Hold |
200
| – | – | ﹤0.01% | 594 |
|
|
2024
Q1 | $14.4K | Hold |
200
| – | – | ﹤0.01% | 570 |
|
|
2023
Q4 | $14.9K | Sell |
200
-100
| -33% | -$7.47K | ﹤0.01% | 535 |
|
|
2023
Q3 | $20.4K | Sell |
300
-100
| -25% | -$6.8K | 0.01% | 482 |
|
|
2023
Q2 | $29.1K | Buy |
400
+100
| +33% | +$7.28K | 0.01% | 439 |
|
|
2023
Q1 | $22.7K | Sell |
300
-100
| -25% | -$7.56K | 0.01% | 478 |
|
|
2022
Q4 | $30 | Hold |
400
| – | – | ﹤0.01% | 473 |
|
|
2022
Q3 | $29 | Sell |
400
-100
| -20% | -$7 | ﹤0.01% | 465 |
|
|
2022
Q2 | $37 | Sell |
500
-26
| -5% | -$2 | ﹤0.01% | 440 |
|
|
2022
Q1 | $44 | Sell |
526
-100
| -16% | -$8 | ﹤0.01% | 425 |
|
|
2021
Q4 | $41 | Hold |
626
| – | – | ﹤0.01% | 418 |
|
|
2021
Q3 | $39 | Hold |
626
| – | – | ﹤0.01% | 409 |
|
|
2021
Q2 | $41 | Hold |
626
| – | – | ﹤0.01% | 399 |
|
|
2021
Q1 | $41 | Hold |
626
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $39 | Buy |
626
+26
| +4% | +$2 | ﹤0.01% | 367 |
|
|
2020
Q3 | $35 | Hold |
600
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $35 | Hold |
600
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $33 | Buy |
+600
| New | +$33 | ﹤0.01% | 363 |
|
|
2019
Q2 | $41 | Buy |
+600
| New | +$41 | ﹤0.01% | 340 |
|
|
2018
Q4 | $32.5K | Hold |
600
| – | – | 0.01% | 341 |
|
|
2018
Q3 | $34.1K | Hold |
600
| – | – | 0.01% | 288 |
|
|
2018
Q2 | $34.7K | Hold |
600
| – | – | 0.01% | 328 |
|
|
2018
Q1 | $33K | Hold |
600
| – | – | 0.02% | 316 |
|
|
2017
Q4 | $32.5K | Hold |
600
| – | – | 0.02% | 326 |
|
|
2017
Q3 | $33.8K | Hold |
600
| – | – | 0.02% | 313 |
|
|
2017
Q2 | $33.2K | Hold |
600
| – | – | 0.02% | 311 |
|
|
2017
Q1 | $32.8K | Hold |
600
| – | – | 0.02% | 290 |
|
|
2016
Q4 | $30.6K | Buy |
+600
| New | +$30.6K | 0.02% | 228 |
|