A detailed history of Sequoia Financial Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 7,020 shares of SRE stock, worth $581,326. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,020
Previous 6,708 4.65%
Holding current value
$581,326
Previous $510,000 15.1%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$74.97 - $84.04 $23,390 - $26,220
312 Added 4.65%
7,020 $587,000
Q2 2024

Jul 15, 2024

BUY
$66.41 - $78.4 $26,497 - $31,281
399 Added 6.32%
6,708 $510,000
Q1 2024

Apr 30, 2024

SELL
$69.24 - $76.96 $247,809 - $275,439
-3,579 Reduced 36.2%
6,309 $453,000
Q4 2023

Jan 25, 2024

BUY
$65.27 - $76.49 $336,336 - $394,152
5,153 Added 108.83%
9,888 $738,000
Q3 2023

Nov 08, 2023

BUY
$67.77 - $151.95 $161,495 - $362,096
2,383 Added 101.32%
4,735 $322,000
Q2 2023

Aug 08, 2023

SELL
$143.53 - $157.99 $55,259 - $60,826
-385 Reduced 14.07%
2,352 $342,000
Q1 2023

Apr 24, 2023

SELL
$139.69 - $162.03 $76,270 - $88,468
-546 Reduced 16.63%
2,737 $413,000
Q4 2022

Jan 17, 2023

BUY
$139.74 - $167.28 $114,167 - $136,667
817 Added 33.13%
3,283 $0
Q3 2022

Oct 26, 2022

SELL
$24.47 - $175.65 $470,166 - $3.37 Million
-19,214 Reduced 88.63%
2,466 $370,000
Q2 2022

Jul 22, 2022

SELL
$139.49 - $172.67 $112,568 - $139,344
-807 Reduced 3.59%
21,680 $3.26 Million
Q1 2022

May 13, 2022

BUY
$131.65 - $168.12 $627,312 - $801,091
4,765 Added 26.89%
22,487 $3.78 Million
Q4 2021

Feb 11, 2022

BUY
$119.66 - $132.28 $2.12 Million - $2.34 Million
17,722 New
17,722 $2.34 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26B
  • Description
  • Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that ...
More about SRE
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