Creative Financial Designs’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46K | Hold |
72
| – | – | ﹤0.01% | 1503 |
|
|
2025
Q1 | $5.14K | Sell |
72
-674
| -90% | -$48.1K | ﹤0.01% | 1486 |
|
|
2024
Q4 | $65.5K | Buy |
746
+31
| +4% | +$2.72K | 0.01% | 705 |
|
|
2024
Q3 | $59.8K | Buy |
715
+91
| +15% | +$7.61K | 0.01% | 732 |
|
|
2024
Q2 | $47.5K | Buy |
624
+586
| +1,542% | +$44.6K | ﹤0.01% | 760 |
|
|
2024
Q1 | $2.73K | Hold |
38
| – | – | ﹤0.01% | 1436 |
|
|
2023
Q4 | $2.84K | Hold |
38
| – | – | ﹤0.01% | 1366 |
|
|
2023
Q3 | $2.59K | Hold |
38
| – | – | ﹤0.01% | 1295 |
|
|
2023
Q2 | $2.77K | Hold |
38
| – | – | ﹤0.01% | 1266 |
|
|
2023
Q1 | $2.87K | Hold |
38
| – | – | ﹤0.01% | 1215 |
|
|
2022
Q4 | $2.94K | Hold |
38
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 1092 |
|
|
2022
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 1136 |
|
|
2021
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 1099 |
|
|
2021
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 1322 |
|
|
2021
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 1279 |
|
|
2021
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 1176 |
|
|
2020
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 1151 |
|
|
2020
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 1049 |
|
|
2018
Q4 | – | Sell |
-38
| Closed | -$2K | – | 746 |
|
|
2018
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 656 |
|
|
2018
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 668 |
|
|
2018
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 621 |
|
|
2017
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 618 |
|
|
2017
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 646 |
|
|
2017
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 657 |
|
|
2017
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 617 |
|
|
2016
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 610 |
|