Cerro Pacific Wealth Advisors’s Sempra SRE Stock Holding History

Cerro Pacific Wealth Advisors’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 Q2	$369K	Sell
2025 Q1	$431K	Sell
2024 Q4	$417K	Sell
2024 Q3	$382K	Hold
2024 Q2	$382K	Buy
2023 Q1	$386K	Buy
2022 Q4	$390K	Buy
2022 Q3	$376K	Buy