AO
Advisor OS’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
9,563
+252
| +3% | +$19.1K | 0.07% | 197 |
|
|
2025
Q1 | $664K | Sell |
9,311
-741
| -7% | -$52.9K | 0.08% | 186 |
|
|
2024
Q4 | $882K | Buy |
10,052
+3,917
| +64% | +$344K | 0.1% | 140 |
|
|
2024
Q3 | $513K | Sell |
6,135
-3,865
| -39% | -$323K | 0.05% | 250 |
|
|
2024
Q2 | $761K | Buy |
10,000
+3,514
| +54% | +$267K | 0.08% | 192 |
|
|
2024
Q1 | $466K | Buy |
+6,486
| New | +$466K | 0.05% | 247 |
|