Allegheny Financial Group’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Buy	3,201 +9	+0.3%	+$682	0.05%	212
2025 Q1	$228K	Sell	3,192 -37	-1%	-$2.64K	0.06%	201
2024 Q4	$283K	Sell	3,229 -8	-0.2%	-$702	0.07%	184
2024 Q3	$271K	Buy	+3,237	New	+$271K	0.07%	203