CBIZ Investment Advisory Services’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3K | Buy |
371
+174
| +88% | +$13.3K | ﹤0.01% | 206 |
|
|
2025
Q1 | $14.2K | Buy |
197
+106
| +116% | +$7.62K | ﹤0.01% | 278 |
|
|
2024
Q4 | $8.01K | Buy |
91
+1
| +1% | +$88 | ﹤0.01% | 295 |
|
|
2024
Q3 | $7.64K | Sell |
90
-1
| -1% | -$85 | ﹤0.01% | 276 |
|
|
2024
Q2 | $6.96K | Hold |
91
| – | – | ﹤0.01% | 277 |
|
|
2024
Q1 | $6.52K | Buy |
+91
| New | +$6.52K | ﹤0.01% | 275 |
|