Covestor’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Sell |
465
-19
| -4% | -$1.43K | 0.02% | 1044 |
|
|
2025
Q1 | $35K | Buy |
484
+23
| +5% | +$1.66K | 0.02% | 978 |
|
|
2024
Q4 | $40K | Buy |
461
+50
| +12% | +$4.34K | 0.03% | 939 |
|
|
2024
Q3 | $34K | Sell |
411
-1
| -0.2% | -$83 | 0.02% | 1022 |
|
|
2024
Q2 | $31K | Buy |
412
+55
| +15% | +$4.14K | 0.02% | 1046 |
|
|
2024
Q1 | $26K | Sell |
357
-1
| -0.3% | -$73 | 0.02% | 1128 |
|
|
2023
Q4 | $27K | Sell |
358
-1
| -0.3% | -$75 | 0.02% | 1087 |
|
|
2023
Q3 | $24K | Sell |
359
-13
| -3% | -$869 | 0.02% | 1052 |
|
|
2023
Q2 | $27K | Sell |
372
-6
| -2% | -$435 | 0.02% | 1015 |
|
|
2023
Q1 | $29K | Sell |
378
-2
| -0.5% | -$153 | 0.03% | 899 |
|
|
2022
Q4 | $29K | Buy |
380
+8
| +2% | +$611 | 0.02% | 927 |
|
|
2022
Q3 | $28K | Sell |
372
-4
| -1% | -$301 | 0.02% | 914 |
|
|
2022
Q2 | $28K | Sell |
376
-12
| -3% | -$894 | 0.02% | 904 |
|
|
2022
Q1 | $33K | Sell |
388
-1,196
| -76% | -$102K | 0.02% | 927 |
|
|
2021
Q4 | $105K | Buy |
+1,584
| New | +$105K | 0.15% | 144 |
|