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Evelyn Partners Investment Management’s Sempra SRE Stock Holding History

Evelyn Partners Investment Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.1K Sell
16
-322
-95% -$305K ﹤0.01% 224
2025
Q1 		$14.3K Buy
+338
New +$14.3K ﹤0.01% 227