Daymark 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 | $242K | Buy |
3,197
+292
| +10% | +$22.1K | 0.01% | 496 |
|
|
2025
Q1 | $207K | Sell |
2,905
-2,917
| -50% | -$208K | 0.01% | 485 |
|
|
2024
Q4 | $511K | Buy |
5,822
+212
| +4% | +$18.6K | 0.02% | 315 |
|
|
2024
Q3 | $469K | Sell |
5,610
-412
| -7% | -$34.5K | 0.02% | 344 |
|
|
2024
Q2 | $458K | Buy |
6,022
+1,631
| +37% | +$124K | 0.02% | 333 |
|
|
2024
Q1 | $315K | Buy |
4,391
+14
| +0.3% | +$1.01K | 0.02% | 334 |
|
|
2023
Q4 | $327K | Buy |
4,377
+29
| +0.7% | +$2.17K | 0.02% | 306 |
|
|
2023
Q3 | $296K | Sell |
4,348
-128
| -3% | -$8.71K | 0.02% | 311 |
|
|
2023
Q2 | $326K | Hold |
4,476
| – | – | 0.02% | 288 |
|
|
2023
Q1 | $338K | Buy |
4,476
+52
| +1% | +$3.93K | 0.04% | 226 |
|
|
2022
Q4 | $342K | Buy |
+4,424
| New | +$342K | 0.06% | 171 |
|