Dogwood Wealth 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 | $32.5K | Buy |
438
+86
| +24% | +$6.39K | 0.02% | 144 |
|
|
2025
Q1 | $25.1K | Buy |
352
+7
| +2% | +$500 | 0.01% | 140 |
|
|
2024
Q4 | $30.2K | Buy |
345
+3
| +0.9% | +$263 | 0.02% | 136 |
|
|
2024
Q3 | $28.6K | Buy |
342
+2
| +0.6% | +$167 | 0.02% | 131 |
|
|
2024
Q2 | $25.8K | Buy |
340
+4
| +1% | +$304 | 0.02% | 134 |
|
|
2024
Q1 | $24.2K | Buy |
336
+2
| +0.6% | +$144 | 0.02% | 151 |
|
|
2023
Q4 | $25.1K | Buy |
+334
| New | +$25.1K | 0.02% | 143 |
|