Diversify Advisory Services’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$868K	Sell	10,570 -1,127	-10%	-$92.5K	0.03%	367
2025 Q1	$881K	Buy	11,697 +9,013	+336%	+$679K	0.06%	240
2024 Q4	$211K	Buy	+2,684	New	+$211K	0.01%	580
2024 Q2	–	Sell	-12,594	Closed	-$899K	–	710
2024 Q1	$899K	Buy	+12,594	New	+$899K	0.05%	278