Doliver Advisors’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,505	Closed	-$220K	–	167
2024 Q4	$220K	Buy	2,505 +82	+3%	+$7.19K	0.06%	150
2024 Q3	$203K	Sell	2,423 -220	-8%	-$18.4K	0.06%	148
2024 Q2	$201K	Buy	+2,643	New	+$201K	0.06%	143