Bell & Brown Wealth Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,325
| Closed | -$204K | – | 72 |
|
|
2024
Q4 | $204K | Buy |
+2,325
| New | +$204K | 0.08% | 68 |
|
|
2021
Q4 | – | Sell |
-6,200
| Closed | -$392K | – | 74 |
|
|
2021
Q3 | $392K | Buy |
+6,200
| New | +$392K | 0.21% | 60 |
|
|
2020
Q3 | $519K | Hold |
8,000
| – | – | 0.38% | 55 |
|
|
2020
Q2 | $509K | Hold |
8,000
| – | – | 0.4% | 55 |
|
|
2020
Q1 | $491K | Hold |
8,000
| – | – | 0.46% | 55 |
|
|
2019
Q4 | $615K | Hold |
8,000
| – | – | 0.46% | 61 |
|
|
2019
Q3 | $587K | Hold |
8,000
| – | – | 0.48% | 59 |
|
|
2019
Q2 | $550K | Hold |
8,000
| – | – | 0.48% | 58 |
|
|
2019
Q1 | $503K | Buy |
+8,000
| New | +$503K | 0.46% | 62 |
|