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 |
|