DLK Investment 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 | $1.45M | Sell |
19,127
-1,000
| -5% | -$75.8K | 0.55% | 40 |
|
|
2025
Q1 | $1.44M | Sell |
20,127
-1,400
| -7% | -$99.9K | 0.6% | 38 |
|
|
2024
Q4 | $1.89M | Buy |
21,527
+3,497
| +19% | +$307K | 0.79% | 37 |
|
|
2024
Q3 | $1.51M | Buy |
18,030
+2,000
| +12% | +$167K | 0.58% | 39 |
|
|
2024
Q2 | $1.22M | Buy |
16,030
+1,000
| +7% | +$76.1K | 0.5% | 40 |
|
|
2024
Q1 | $1.08M | Hold |
15,030
| – | – | 0.46% | 41 |
|
|
2023
Q4 | $1.12M | Buy |
+15,030
| New | +$1.12M | 0.51% | 40 |
|