Buck Wealth Strategies’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.94M	Buy	65,227 +7,176	+12%	+$544K	0.75%	42
2025 Q1	$4.14M	Buy	58,051 +7,012	+14%	+$500K	0.75%	44
2024 Q4	$4.48M	Buy	+51,039	New	+$4.48M	0.93%	43