Arkadios Wealth Advisors’s Sempra SRE Stock Holding History

Arkadios Wealth Advisors’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.2M	Buy
2025 Q2	$627K	Buy
2025 Q1	$479K	Buy
2024 Q4	$454K	Buy
2024 Q3	$351K	Buy
2020 Q3	–	Sell
2020 Q2	$7.14K	Hold
2020 Q1	$6.57K	Hold
2019 Q4	$9.24K	Buy