AA Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
4,632
| – | – | 0.08% | 135 |
|
|
2025
Q1 | $331K | Buy |
4,632
+308
| +7% | +$22K | 0.08% | 124 |
|
|
2024
Q4 | $379K | Hold |
4,324
| – | – | 0.1% | 118 |
|
|
2024
Q3 | $362K | Hold |
4,324
| – | – | 0.1% | 119 |
|
|
2024
Q2 | $329K | Sell |
4,324
-55
| -1% | -$4.18K | 0.12% | 124 |
|
|
2024
Q1 | $315K | Buy |
+4,379
| New | +$315K | 0.13% | 121 |
|