Atria Wealth Solutions’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Sell |
8,175
-15,215
| -65% | -$1.16M | 0.01% | 824 |
|
|
2025
Q1 | $1.67M | Sell |
23,390
-12,443
| -35% | -$891K | 0.02% | 690 |
|
|
2024
Q4 | $3.15M | Buy |
35,833
+8,208
| +30% | +$721K | 0.03% | 489 |
|
|
2024
Q3 | $2.31M | Buy |
27,625
+289
| +1% | +$24.2K | 0.03% | 577 |
|
|
2024
Q2 | $2.08M | Sell |
27,336
-592
| -2% | -$45.1K | 0.02% | 610 |
|
|
2024
Q1 | $2.02M | Sell |
27,928
-1,076
| -4% | -$77.9K | 0.02% | 633 |
|
|
2023
Q4 | $2.17M | Buy |
29,004
+2,053
| +8% | +$154K | 0.03% | 573 |
|
|
2023
Q3 | $1.84M | Buy |
26,951
+919
| +4% | +$62.6K | 0.03% | 585 |
|
|
2023
Q2 | $1.89M | Sell |
26,032
-138
| -0.5% | -$10K | 0.03% | 585 |
|
|
2023
Q1 | $1.99M | Sell |
26,170
-4,008
| -13% | -$305K | 0.03% | 541 |
|
|
2022
Q4 | $2.34M | Buy |
30,178
+520
| +2% | +$40.2K | 0.04% | 455 |
|
|
2022
Q3 | $2.23M | Buy |
+29,658
| New | +$2.23M | 0.04% | 438 |
|
|
2022
Q2 | – | Sell |
-18,322
| Closed | -$1.55M | – | 1839 |
|
|
2022
Q1 | $1.55M | Buy |
+18,322
| New | +$1.55M | 0.03% | 559 |
|