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Asset Planning Inc’s Sempra SRE Stock Holding History

Asset Planning Inc’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.51M Sell
19,970
-471
-2% -$35.7K 1.14% 18
2025
Q1 		$1.46M Buy
20,441
+257
+1% +$18.3K 1.14% 21
2024
Q4 		$1.77M Buy
+20,184
New +$1.77M 1.35% 17