A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Sempra Energy stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 800 shares of SRE stock, worth $65,680. This represents 0.0% of its overall portfolio holdings.

Number of Shares
800
Previous 800 -0.0%
Holding current value
$65,680
Previous $57,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023

BUY
$67.77 - $151.95 $27,108 - $60,779
400 Added 100.0%
800 $54,000
Q2 2023

Aug 01, 2023

SELL
$143.53 - $157.99 $60,139 - $66,197
-419 Reduced 51.16%
400 $58,000
Q1 2023

May 02, 2023

BUY
$139.69 - $162.03 $58,530 - $67,890
419 Added 104.75%
819 $123,000
Q3 2022

Oct 25, 2022

SELL
$24.47 - $175.65 $5,628 - $40,399
-230 Reduced 36.51%
400 $60,000
Q2 2022

Jul 26, 2022

BUY
$139.49 - $172.67 $32,082 - $39,714
230 Added 57.5%
630 $95,000
Q2 2021

Aug 13, 2021

BUY
$131.8 - $144.06 $52,720 - $57,624
400 New
400 $53,000
Q2 2020

Jul 30, 2020

SELL
$103.71 - $134.79 $622 - $808
-6 Closed
0 $0
Q1 2020

Apr 15, 2020

BUY
$88.62 - $161.13 $531 - $966
6 New
6 $0
Q1 2019

Apr 08, 2019

SELL
$106.76 - $126.07 $1,494 - $1,764
-14 Closed
0 $0
Q3 2017

Oct 27, 2017

SELL
$113.01 - $120.06 $452 - $480
-4 Reduced 22.22%
14 $2,000
Q2 2017

Aug 07, 2017

BUY
N/A
18
18 $0

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $25.8B
  • 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
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.