DHJJ Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.4K | Hold |
150
| – | – | ﹤0.01% | 532 |
|
2025
Q1 | $10.7K | Hold |
150
| – | – | ﹤0.01% | 500 |
|
2024
Q4 | $13.2K | Hold |
150
| – | – | 0.01% | 465 |
|
2024
Q3 | $12.5K | Hold |
150
| – | – | 0.01% | 470 |
|
2024
Q2 | $11.4K | Hold |
150
| – | – | ﹤0.01% | 444 |
|
2024
Q1 | $10.8K | Hold |
150
| – | – | ﹤0.01% | 440 |
|
2023
Q4 | $11.2K | Hold |
150
| – | – | 0.01% | 429 |
|
2023
Q3 | $10.2K | Buy |
+150
| New | +$10.2K | 0.01% | 431 |
|