Empirical Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
5,329
-2,326
| -30% | -$176K | 0.01% | 460 |
|
|
2025
Q1 | $546K | Buy |
7,655
+5,153
| +206% | +$368K | 0.01% | 388 |
|
|
2024
Q4 | $219K | Hold |
2,502
| – | – | 0.01% | 559 |
|
|
2024
Q3 | $209K | Sell |
2,502
-756
| -23% | -$63.2K | 0.01% | 534 |
|
|
2024
Q2 | $248K | Buy |
+3,258
| New | +$248K | 0.01% | 484 |
|
|
2023
Q3 | – | Sell |
-5,472
| Closed | -$398K | – | 493 |
|
|
2023
Q2 | $398K | Buy |
+5,472
| New | +$398K | 0.02% | 340 |
|
|
2015
Q4 | – | Sell |
-4,648
| Closed | -$225K | – | 112 |
|
|
2015
Q3 | $225K | Hold |
4,648
| – | – | 0.05% | 109 |
|
|
2015
Q2 | $230K | Buy |
+4,648
| New | +$230K | 0.05% | 108 |
|