Edge Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
4,682
+43
| +0.9% | +$3.26K | 0.19% | 88 |
|
|
2025
Q1 | $331K | Buy |
4,639
+37
| +0.8% | +$2.64K | 0.21% | 69 |
|
|
2024
Q4 | $404K | Buy |
4,602
+34
| +0.7% | +$2.98K | 0.36% | 58 |
|
|
2024
Q3 | $382K | Buy |
+4,568
| New | +$382K | 0.34% | 60 |
|
|
2024
Q1 | $326K | Buy |
+4,540
| New | +$326K | 0.29% | 92 |
|