D.B. Root & Company’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
4,616
+86
| +2% | +$6.52K | 0.1% | 137 |
|
|
2025
Q1 | $323K | Sell |
4,530
-178
| -4% | -$12.7K | 0.1% | 128 |
|
|
2024
Q4 | $413K | Buy |
4,708
+17
| +0.4% | +$1.49K | 0.13% | 109 |
|
|
2024
Q3 | $392K | Buy |
4,691
+63
| +1% | +$5.27K | 0.13% | 114 |
|
|
2024
Q2 | $352K | Buy |
4,628
+1,423
| +44% | +$108K | 0.12% | 142 |
|
|
2024
Q1 | $230K | Buy |
3,205
+9
| +0.3% | +$646 | 0.08% | 165 |
|
|
2023
Q4 | $239K | Sell |
3,196
-14
| -0.4% | -$1.05K | 0.09% | 154 |
|
|
2023
Q3 | $218K | Sell |
3,210
-8
| -0.2% | -$544 | 0.09% | 156 |
|
|
2023
Q2 | $234K | Buy |
+3,218
| New | +$234K | 0.09% | 158 |
|