Dakota Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Buy |
80,922
+11,111
| +16% | +$842K | 0.13% | 142 |
|
|
2025
Q1 | $4.98M | Buy |
69,811
+12,501
| +22% | +$892K | 0.12% | 153 |
|
|
2024
Q4 | $5.03M | Buy |
57,310
+7,280
| +15% | +$639K | 0.12% | 155 |
|
|
2024
Q3 | $4.18M | Buy |
50,030
+30,178
| +152% | +$2.52M | 0.09% | 187 |
|
|
2024
Q2 | $1.51M | Buy |
19,852
+1,973
| +11% | +$150K | 0.04% | 297 |
|
|
2024
Q1 | $1.28M | Buy |
+17,879
| New | +$1.28M | 0.03% | 321 |
|