Axxcess Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
14,687
-195
| -1% | -$14.8K | 0.03% | 401 |
|
|
2025
Q1 | $1.06M | Sell |
14,882
-3,124
| -17% | -$223K | 0.03% | 382 |
|
|
2024
Q4 | $1.58M | Sell |
18,006
-6,917
| -28% | -$607K | 0.04% | 320 |
|
|
2024
Q3 | $2.08M | Buy |
24,923
+9,012
| +57% | +$754K | 0.05% | 257 |
|
|
2024
Q2 | $1.21M | Sell |
15,911
-6,675
| -30% | -$508K | 0.03% | 338 |
|
|
2024
Q1 | $1.62M | Buy |
22,586
+3,917
| +21% | +$281K | 0.04% | 286 |
|
|
2023
Q4 | $1.4M | Buy |
18,669
+5,581
| +43% | +$417K | 0.04% | 290 |
|
|
2023
Q3 | $890K | Sell |
13,088
-2,414
| -16% | -$164K | 0.03% | 339 |
|
|
2023
Q2 | $1.13M | Buy |
15,502
+670
| +5% | +$48.8K | 0.08% | 206 |
|
|
2023
Q1 | $1.12M | Buy |
14,832
+5,184
| +54% | +$392K | 0.08% | 207 |
|
|
2022
Q4 | $746K | Sell |
9,648
-5,380
| -36% | -$416K | 0.06% | 277 |
|
|
2022
Q3 | $1.13M | Buy |
15,028
+826
| +6% | +$61.9K | 0.11% | 172 |
|
|
2022
Q2 | $1.07M | Buy |
14,202
+2,430
| +21% | +$183K | 0.1% | 178 |
|
|
2022
Q1 | $989K | Buy |
11,772
+4,174
| +55% | +$351K | 0.08% | 210 |
|
|
2021
Q4 | $502K | Buy |
+7,598
| New | +$502K | 0.04% | 358 |
|