Beck Mack & Oliver’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
4,481
+41
| +0.9% | +$3.11K | 0.01% | 150 |
|
|
2025
Q1 | $317K | Buy |
4,440
+33
| +0.7% | +$2.36K | 0.01% | 154 |
|
|
2024
Q4 | $387K | Buy |
4,407
+33
| +0.8% | +$2.9K | 0.01% | 139 |
|
|
2024
Q3 | $366K | Buy |
4,374
+35
| +0.8% | +$2.93K | 0.01% | 139 |
|
|
2024
Q2 | $330K | Buy |
4,339
+39
| +0.9% | +$2.97K | 0.01% | 142 |
|
|
2024
Q1 | $309K | Buy |
4,300
+34
| +0.8% | +$2.44K | 0.01% | 144 |
|
|
2023
Q4 | $319K | Buy |
+4,266
| New | +$319K | 0.01% | 144 |
|