WFA of San Diego’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
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|
2024
Q3 | $183K | Hold |
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|
2024
Q2 | $166K | Buy |
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|
2023
Q3 | $166K | Sell |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $300K | Buy |
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