AA
Addison Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17K | Sell |
55
-56
| -50% | -$4.24K | ﹤0.01% | 717 |
|
|
2025
Q1 | $7.92K | Buy |
111
+39
| +54% | +$2.78K | ﹤0.01% | 616 |
|
|
2024
Q4 | $6.32K | Hold |
72
| – | – | ﹤0.01% | 639 |
|
|
2024
Q3 | $6.02K | Sell |
72
-58
| -45% | -$4.85K | ﹤0.01% | 647 |
|
|
2024
Q2 | $9.89K | Buy |
+130
| New | +$9.89K | ﹤0.01% | 566 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$618 | – | 766 |
|
|
2022
Q4 | $618 | Hold |
4
| – | – | ﹤0.01% | 660 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 651 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 677 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 631 |
|