Caldwell Sutter Capital’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47K | Sell |
59
-25
| -30% | -$1.89K | ﹤0.01% | 628 |
|
|
2025
Q1 | $5.99K | Hold |
84
| – | – | ﹤0.01% | 603 |
|
|
2024
Q4 | $7.37K | Hold |
84
| – | – | ﹤0.01% | 590 |
|
|
2024
Q3 | $7.03K | Hold |
84
| – | – | ﹤0.01% | 602 |
|
|
2024
Q2 | $6.39K | Hold |
84
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $6.03K | Buy |
84
+18
| +27% | +$1.29K | ﹤0.01% | 608 |
|
|
2023
Q4 | $4.93K | Hold |
66
| – | – | ﹤0.01% | 632 |
|
|
2023
Q3 | $4.49K | Hold |
66
| – | – | ﹤0.01% | 615 |
|
|
2023
Q2 | $4.8K | Buy |
+66
| New | +$4.8K | ﹤0.01% | 612 |
|