Concurrent Investment Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
25,370
+139
| +0.6% | +$10.5K | 0.04% | 437 |
|
|
2025
Q1 | $1.8M | Sell |
25,231
-2,860
| -10% | -$204K | 0.04% | 384 |
|
|
2024
Q4 | $2.46M | Buy |
28,091
+1,913
| +7% | +$168K | 0.07% | 280 |
|
|
2024
Q3 | $2.19M | Sell |
26,178
-916
| -3% | -$76.6K | 0.06% | 287 |
|
|
2024
Q2 | $2.06M | Buy |
27,094
+6,389
| +31% | +$486K | 0.07% | 267 |
|
|
2024
Q1 | $1.49M | Buy |
20,705
+2,914
| +16% | +$209K | 0.06% | 296 |
|
|
2023
Q4 | $1.33M | Buy |
+17,791
| New | +$1.33M | 0.06% | 283 |
|