CBIZ Investment Advisory Services’s Sempra SRE Stock Holding History

CBIZ Investment Advisory Services’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$26.9K	Sell
2025 Q2	$28.3K	Buy
2025 Q1	$14.2K	Buy
2024 Q4	$8.01K	Buy
2024 Q3	$7.64K	Sell
2024 Q2	$6.96K	Hold
2024 Q1	$6.52K	Buy