Arkadios Wealth 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 | $627K | Buy |
8,281
+1,564
| +23% | +$119K | 0.02% | 747 |
|
|
2025
Q1 | $479K | Buy |
6,717
+1,539
| +30% | +$110K | 0.02% | 720 |
|
|
2024
Q4 | $454K | Buy |
5,178
+975
| +23% | +$85.5K | 0.02% | 579 |
|
|
2024
Q3 | $351K | Buy |
+4,203
| New | +$351K | 0.02% | 655 |
|
|
2020
Q3 | – | Sell |
-116
| Closed | -$7.14K | – | 1068 |
|
|
2020
Q2 | $7.14K | Hold |
116
| – | – | ﹤0.01% | 729 |
|
|
2020
Q1 | $6.57K | Hold |
116
| – | – | ﹤0.01% | 726 |
|
|
2019
Q4 | $9.25K | Buy |
+116
| New | +$9.25K | 0.01% | 605 |
|