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Arbor Wealth Advisors’s Sempra SRE Stock Holding History

Arbor Wealth Advisors’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,408
Closed -$211K – 51
2024
Q4 		$211K Buy
2,408
+2
+0.1% +$175 0.19% 49
2024
Q3 		$201K Buy
+2,406
New +$201K 0.18% 47