Farther Finance 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 | $361K | Sell |
4,767
-424
| -8% | -$32.1K | 0.01% | 1078 |
|
|
2025
Q1 | $371K | Buy |
5,191
+2,046
| +65% | +$146K | 0.01% | 935 |
|
|
2024
Q4 | $276K | Sell |
3,145
-3,521
| -53% | -$309K | 0.01% | 844 |
|
|
2024
Q3 | $557K | Buy |
6,666
+572
| +9% | +$47.8K | 0.02% | 548 |
|
|
2024
Q2 | $457K | Sell |
6,094
-428
| -7% | -$32.1K | 0.02% | 510 |
|
|
2024
Q1 | $465K | Buy |
6,522
+446
| +7% | +$31.8K | 0.03% | 418 |
|
|
2023
Q4 | $454K | Buy |
6,076
+1,380
| +29% | +$103K | 0.03% | 370 |
|
|
2023
Q3 | $319K | Buy |
4,696
+4,358
| +1,289% | +$296K | 0.05% | 280 |
|
|
2023
Q2 | $24.6K | Buy |
338
+40
| +13% | +$2.91K | 0.01% | 930 |
|
|
2023
Q1 | $22.5K | Buy |
298
+40
| +16% | +$3.02K | 0.01% | 862 |
|
|
2022
Q4 | $19.9K | Buy |
+258
| New | +$19.9K | 0.01% | 741 |
|