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Essex Financial Services’s Sempra SRE Stock Holding History

Essex Financial Services’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,883
Closed -$253K – 659
2024
Q4 		$253K Sell
2,883
-36
-1% -$3.16K 0.02% 535
2024
Q3 		$248K Buy
+2,919
New +$248K 0.02% 543