Bruce G. Allen Investments’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6K | Sell |
641
-106
| -14% | -$8.03K | 0.04% | 260 |
|
|
2025
Q1 | $53.3K | Sell |
747
-43
| -5% | -$3.07K | 0.04% | 237 |
|
|
2024
Q4 | $69.3K | Sell |
790
-15
| -2% | -$1.32K | 0.06% | 203 |
|
|
2024
Q3 | $67.3K | Sell |
805
-33
| -4% | -$2.76K | 0.05% | 206 |
|
|
2024
Q2 | $63.7K | Buy |
838
+7
| +0.8% | +$532 | 0.05% | 203 |
|
|
2024
Q1 | $59.7K | Buy |
831
+68
| +9% | +$4.88K | 0.05% | 210 |
|
|
2023
Q4 | $57K | Buy |
+763
| New | +$57K | 0.05% | 213 |
|