Ball & Co 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
$18K Buy
238
+2
+0.8% +$151 0.02% 46
2025
Q1
$16K Buy
236
+2
+0.9% +$136 0.02% 43
2024
Q4
$20K Buy
+234
New +$20K 0.02% 45