Cyndeo Wealth Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
4,214
-79
| -2% | -$5.99K | 0.02% | 370 |
|
|
2025
Q1 | $306K | Buy |
4,293
+4
| +0.1% | +$285 | 0.02% | 363 |
|
|
2024
Q4 | $376K | Sell |
4,289
-11
| -0.3% | -$965 | 0.03% | 337 |
|
|
2024
Q3 | $360K | Buy |
4,300
+60
| +1% | +$5.02K | 0.03% | 346 |
|
|
2024
Q2 | $322K | Buy |
+4,240
| New | +$322K | 0.03% | 328 |
|