Abound Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25K | Buy |
69
+8
| +13% | +$608 | ﹤0.01% | 566 |
|
|
2025
Q1 | $4.37K | Sell |
61
-72
| -54% | -$5.16K | ﹤0.01% | 568 |
|
|
2024
Q4 | $11.7K | Sell |
133
-13
| -9% | -$1.14K | ﹤0.01% | 362 |
|
|
2024
Q3 | $12.2K | Sell |
146
-2
| -1% | -$168 | ﹤0.01% | 382 |
|
|
2024
Q2 | $11.3K | Buy |
148
+10
| +7% | +$762 | ﹤0.01% | 347 |
|
|
2024
Q1 | $9.93K | Hold |
138
| – | – | ﹤0.01% | 376 |
|
|
2023
Q4 | $10.3K | Sell |
138
-16
| -10% | -$1.2K | ﹤0.01% | 366 |
|
|
2023
Q3 | $10.5K | Buy |
154
+18
| +13% | +$1.23K | ﹤0.01% | 322 |
|
|
2023
Q2 | $9.92K | Buy |
136
+42
| +45% | +$3.06K | ﹤0.01% | 334 |
|
|
2023
Q1 | $7.12K | Hold |
94
| – | – | ﹤0.01% | 338 |
|
|
2022
Q4 | $7.28K | Buy |
94
+66
| +236% | +$5.11K | ﹤0.01% | 302 |
|
|
2022
Q3 | $2.12K | Buy |
+28
| New | +$2.12K | ﹤0.01% | 472 |
|