Advisor OS’s Sempra SRE Stock Holding History

Advisor OS’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$725K	Buy
2025 Q1	$664K	Sell
2024 Q4	$882K	Buy
2024 Q3	$513K	Sell
2024 Q2	$761K	Buy
2024 Q1	$466K	Buy