BOK Financial Private Wealth’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	-$204	–	494
2025 Q1	–	Hold	0	–	–	–	464
2022 Q2	–	Sell	-2,476	Closed	-$208K	–	452
2022 Q1	$208K	Buy	+2,476	New	+$208K	0.01%	296