Aviso Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
3,295
-270
| -8% | -$20.5K | 0.12% | 126 |
|
|
2025
Q1 | $254K | Sell |
3,565
-44
| -1% | -$3.14K | 0.14% | 126 |
|
|
2024
Q4 | $317K | Sell |
3,609
-62
| -2% | -$5.44K | 0.16% | 109 |
|
|
2024
Q3 | $307K | Sell |
3,671
-425
| -10% | -$35.5K | 0.17% | 115 |
|
|
2024
Q2 | $312K | Sell |
4,096
-10
| -0.2% | -$761 | 0.18% | 109 |
|
|
2024
Q1 | $295K | Sell |
4,106
-17
| -0.4% | -$1.22K | 0.19% | 117 |
|
|
2023
Q4 | $308K | Buy |
+4,123
| New | +$308K | 0.22% | 103 |
|