Avantra Family Wealth’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,031	Closed	-$359K	–	160
2025 Q1	$359K	Sell	5,031 -688	-12%	-$49.1K	0.34%	103
2024 Q4	$502K	Buy	+5,719	New	+$502K	0.47%	76