Whitney & Co’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 | $349K | Hold |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $428K | Sell |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $591K | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $773K | Sell |
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|
2022
Q4 | $831K | Sell |
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|
2022
Q3 | $921K | Sell |
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|
2022
Q2 | $5.7M | Sell |
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|
2022
Q1 | $6.44M | Buy |
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|
2021
Q4 | $4.98M | Sell |
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|
2021
Q3 | $4.78M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $118K | Hold |
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|
2018
Q2 | $116K | Sell |
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|
2018
Q1 | $145K | Buy |
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