Wilbanks Smith & Thomas Asset Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $278K | Sell |
3,876
-71
| -2% | -$5.1K | 0.01% | 454 |
|
|
2023
Q4 | $295K | Buy |
+3,947
| New | +$295K | 0.01% | 433 |
|
|
2020
Q1 | – | Sell |
-2,952
| Closed | -$224K | – | 433 |
|
|
2019
Q4 | $224K | Hold |
2,952
| – | – | 0.01% | 380 |
|
|
2019
Q3 | $218K | Buy |
+2,952
| New | +$218K | 0.01% | 385 |
|
|
2018
Q4 | – | Sell |
-1,966
| Closed | -$112K | – | 1179 |
|
|
2018
Q3 | $112K | Buy |
+1,966
| New | +$112K | 0.01% | 519 |
|