Ameritas Advisory Services’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43K | Sell |
98
-5,839
| -98% | -$442K | ﹤0.01% | 2121 |
|
|
2025
Q1 | $497K | Sell |
5,937
-149
| -2% | -$12.5K | 0.02% | 574 |
|
|
2024
Q4 | $534K | Buy |
+6,086
| New | +$534K | 0.02% | 572 |
|
|
2024
Q3 | – | Sell |
-3,448
| Closed | -$262K | – | 931 |
|
|
2024
Q2 | $262K | Sell |
3,448
-8
| -0.2% | -$609 | 0.01% | 769 |
|
|
2024
Q1 | $252K | Buy |
+3,456
| New | +$252K | 0.01% | 755 |
|
|
2023
Q4 | – | Sell |
-3,279
| Closed | -$231K | – | 833 |
|
|
2023
Q3 | $231K | Buy |
3,279
+55
| +2% | +$3.87K | 0.01% | 708 |
|
|
2023
Q2 | $232K | Sell |
3,224
-82
| -2% | -$5.91K | 0.03% | 488 |
|
|
2023
Q1 | $250K | Buy |
+3,306
| New | +$250K | 0.01% | 697 |
|