Avion 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 | $7K | Buy |
101
+11
| +12% | +$762 | ﹤0.01% | 556 |
|
|
2025
Q1 | $7K | Hold |
90
| – | – | ﹤0.01% | 476 |
|
|
2024
Q4 | $7K | Buy |
90
+6
| +7% | +$467 | ﹤0.01% | 475 |
|
|
2024
Q3 | $7K | Buy |
84
+6
| +8% | +$500 | ﹤0.01% | 461 |
|
|
2024
Q2 | $5K | Buy |
78
+8
| +11% | +$513 | ﹤0.01% | 477 |
|
|
2024
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $5K | Buy |
70
+18
| +35% | +$1.29K | ﹤0.01% | 413 |
|
|
2023
Q3 | $3K | Buy |
52
+4
| +8% | +$231 | ﹤0.01% | 433 |
|
|
2023
Q2 | $3K | Buy |
48
+18
| +60% | +$1.13K | ﹤0.01% | 439 |
|
|
2023
Q1 | $2K | Buy |
30
+10
| +50% | +$667 | ﹤0.01% | 401 |
|
|
2022
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 485 |
|