Bell Investment Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1K | Buy |
199
+42
| +27% | +$3.18K | ﹤0.01% | 518 |
|
|
2025
Q1 | $11.2K | Buy |
157
+12
| +8% | +$856 | ﹤0.01% | 559 |
|
|
2024
Q4 | $12.7K | Sell |
145
-13
| -8% | -$1.14K | ﹤0.01% | 514 |
|
|
2024
Q3 | $13.2K | Sell |
158
-13
| -8% | -$1.09K | ﹤0.01% | 521 |
|
|
2024
Q2 | $13K | Buy |
171
+10
| +6% | +$761 | ﹤0.01% | 515 |
|
|
2024
Q1 | $11.6K | Sell |
161
-60
| -27% | -$4.31K | ﹤0.01% | 531 |
|
|
2023
Q4 | $16.5K | Buy |
221
+2
| +0.9% | +$149 | ﹤0.01% | 403 |
|
|
2023
Q3 | $14.9K | Buy |
219
+19
| +10% | +$1.29K | ﹤0.01% | 381 |
|
|
2023
Q2 | $14.6K | Buy |
200
+12
| +6% | +$874 | ﹤0.01% | 388 |
|
|
2023
Q1 | $14.2K | Buy |
188
+10
| +6% | +$756 | ﹤0.01% | 386 |
|
|
2022
Q4 | $13.8K | Sell |
178
-14
| -7% | -$1.08K | ﹤0.01% | 385 |
|
|
2022
Q3 | $14K | Buy |
192
+10
| +5% | +$729 | ﹤0.01% | 339 |
|
|
2022
Q2 | $14K | Buy |
+182
| New | +$14K | ﹤0.01% | 352 |
|
|
2021
Q4 | $8K | Sell |
122
-106
| -46% | -$6.95K | ﹤0.01% | 574 |
|
|
2021
Q3 | $14K | Buy |
+228
| New | +$14K | ﹤0.01% | 371 |
|