Williams Jones Wealth Management’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 | $407K | Hold |
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|
2025
Q2 | $343K | Hold |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $380K | Hold |
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|
2024
Q3 | $362K | Buy |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $296K | Buy |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $289K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Sell |
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|
2019
Q3 | $272K | Buy |
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