Cornerstone Planning Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
3,954
+13
| +0.3% | +$1.07K | 0.07% | 66 |
|
|
2025
Q1 | $289K | Buy |
3,941
+72
| +2% | +$5.28K | 0.07% | 70 |
|
|
2024
Q4 | $318K | Buy |
3,869
+11
| +0.3% | +$904 | 0.08% | 54 |
|
|
2024
Q3 | $322K | Buy |
3,858
+4
| +0.1% | +$334 | 0.09% | 53 |
|
|
2024
Q2 | $303K | Buy |
3,854
+4
| +0.1% | +$315 | 0.09% | 61 |
|
|
2024
Q1 | $281K | Buy |
3,850
+14
| +0.4% | +$1.02K | 0.09% | 57 |
|
|
2023
Q4 | $287K | Hold |
3,836
| – | – | 0.09% | 65 |
|
|
2023
Q3 | $261K | Sell |
3,836
-92
| -2% | -$6.26K | 0.1% | 67 |
|
|
2023
Q2 | $286K | Buy |
+3,928
| New | +$286K | 0.11% | 69 |
|
|
2022
Q4 | $306K | Buy |
+3,928
| New | +$306K | 0.13% | 77 |
|