Atomi Financial Group’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Sell
6,734
-818
-11% -$62K 0.02% 586
2025
Q1
$539K Sell
7,552
-2,705
-26% -$193K 0.02% 503
2024
Q4
$900K Buy
10,257
+705
+7% +$61.8K 0.05% 289
2024
Q3
$799K Buy
9,552
+517
+6% +$43.2K 0.05% 296
2024
Q2
$687K Buy
9,035
+2,277
+34% +$173K 0.05% 298
2024
Q1
$485K Buy
6,758
+2,992
+79% +$215K 0.04% 350
2023
Q4
$281K Buy
+3,766
New +$281K 0.04% 433