Bull Oak Capital’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,323	Closed	-$204K	–	28
2024 Q4	$204K	Sell	2,323 -2,736	-54%	-$240K	0.11%	26
2024 Q3	$423K	Buy	+5,059	New	+$423K	0.24%	19