Bogart Wealth LLC’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6K | Buy |
444
+189
| +74% | +$14.3K | ﹤0.01% | 521 |
|
|
2025
Q1 | $18.2K | Buy |
255
+15
| +6% | +$1.07K | ﹤0.01% | 605 |
|
|
2024
Q4 | $21.1K | Hold |
240
| – | – | ﹤0.01% | 568 |
|
|
2024
Q3 | $20.1K | Hold |
240
| – | – | ﹤0.01% | 554 |
|
|
2024
Q2 | $18.3K | Hold |
240
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $17.2K | Hold |
240
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $17.9K | Hold |
240
| – | – | ﹤0.01% | 524 |
|
|
2023
Q3 | $16.3K | Hold |
240
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $17.5K | Hold |
240
| – | – | ﹤0.01% | 486 |
|
|
2023
Q1 | $18.1K | Sell |
240
-10
| -4% | -$756 | ﹤0.01% | 477 |
|
|
2022
Q4 | $19.3K | Buy |
250
+10
| +4% | +$773 | ﹤0.01% | 442 |
|
|
2022
Q3 | $18K | Hold |
240
| – | – | ﹤0.01% | 452 |
|
|
2022
Q2 | $18K | Hold |
240
| – | – | ﹤0.01% | 434 |
|
|
2022
Q1 | $20K | Buy |
+240
| New | +$20K | ﹤0.01% | 386 |
|