Everpar 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 | $317K | Buy |
4,185
+216
| +5% | +$16.4K | 0.14% | 194 |
|
|
2025
Q1 | $283K | Sell |
3,969
-1,264
| -24% | -$90.2K | 0.15% | 192 |
|
|
2024
Q4 | $459K | Sell |
5,233
-393
| -7% | -$34.5K | 0.23% | 123 |
|
|
2024
Q3 | $471K | Sell |
5,626
-1,180
| -17% | -$98.7K | 0.24% | 127 |
|
|
2024
Q2 | $518K | Buy |
6,806
+1,220
| +22% | +$92.8K | 0.26% | 117 |
|
|
2024
Q1 | $401K | Buy |
5,586
+553
| +11% | +$39.7K | 0.24% | 141 |
|
|
2023
Q4 | $376K | Buy |
+5,033
| New | +$376K | 0.18% | 187 |
|