Briaud Financial Planning’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74K | Hold |
980
| – | – | 0.03% | 81 |
|
|
2025
Q1 | $69K | Hold |
980
| – | – | 0.03% | 75 |
|
|
2024
Q4 | $85K | Hold |
980
| – | – | 0.03% | 58 |
|
|
2024
Q3 | $81K | Hold |
980
| – | – | 0.04% | 47 |
|
|
2024
Q2 | $74K | Hold |
980
| – | – | 0.04% | 47 |
|
|
2024
Q1 | $71K | Buy |
+980
| New | +$71K | 0.04% | 47 |
|
|
2023
Q4 | – | Sell |
-980
| Closed | -$66K | – | 144 |
|
|
2023
Q3 | $66K | Buy |
+980
| New | +$66K | 0.05% | 50 |
|