Diligent Investors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
6,727
-3,800
| -36% | -$288K | 0.12% | 195 |
|
|
2025
Q1 | $751K | Buy |
10,527
+170
| +2% | +$12.1K | 0.18% | 150 |
|
|
2024
Q4 | $909K | Buy |
10,357
+27
| +0.3% | +$2.37K | 0.21% | 136 |
|
|
2024
Q3 | $864K | Hold |
10,330
| – | – | 0.2% | 141 |
|
|
2024
Q2 | $786K | Hold |
10,330
| – | – | 0.19% | 139 |
|
|
2024
Q1 | $742K | Hold |
10,330
| – | – | 0.19% | 145 |
|
|
2023
Q4 | $772K | Hold |
10,330
| – | – | 0.21% | 123 |
|
|
2023
Q3 | $703K | Hold |
10,330
| – | – | 0.21% | 125 |
|
|
2023
Q2 | $752K | Buy |
10,330
+5,452
| +112% | +$397K | 0.22% | 117 |
|
|
2023
Q1 | $369K | Hold |
4,878
| – | – | 0.11% | 184 |
|
|
2022
Q4 | $377K | Buy |
+4,878
| New | +$377K | 0.12% | 178 |
|