AIMZ Investment 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 | $372K | Hold |
4,910
| – | – | 0.12% | 102 |
|
|
2025
Q1 | $350K | Hold |
4,910
| – | – | 0.12% | 102 |
|
|
2024
Q4 | $431K | Hold |
4,910
| – | – | 0.15% | 94 |
|
|
2024
Q3 | $411K | Hold |
4,910
| – | – | 0.14% | 93 |
|
|
2024
Q2 | $373K | Hold |
4,910
| – | – | 0.13% | 95 |
|
|
2024
Q1 | $353K | Hold |
4,910
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $367K | Hold |
4,910
| – | – | 0.15% | 90 |
|
|
2023
Q3 | $334K | Hold |
4,910
| – | – | 0.15% | 90 |
|
|
2023
Q2 | $357K | Hold |
4,910
| – | – | 0.15% | 91 |
|
|
2023
Q1 | $371K | Hold |
4,910
| – | – | 0.17% | 85 |
|
|
2022
Q4 | $379K | Hold |
4,910
| – | – | 0.18% | 84 |
|
|
2022
Q3 | $368K | Hold |
4,910
| – | – | 0.19% | 82 |
|
|
2022
Q2 | $369K | Hold |
4,910
| – | – | 0.18% | 83 |
|
|
2022
Q1 | $413K | Hold |
4,910
| – | – | 0.17% | 87 |
|
|
2021
Q4 | $325K | Hold |
4,910
| – | – | 0.13% | 99 |
|
|
2021
Q3 | $311K | Hold |
4,910
| – | – | 0.14% | 100 |
|
|
2021
Q2 | $325K | Hold |
4,910
| – | – | 0.15% | 97 |
|
|
2021
Q1 | $325K | Hold |
4,910
| – | – | 0.16% | 92 |
|
|
2020
Q4 | $313K | Buy |
+4,910
| New | +$313K | 0.16% | 91 |
|