Fiduciary Alliance’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Buy	+2,672	New	+$202K	0.02%	462
2023 Q3	–	Sell	-630	Closed	-$45.9K	–	843
2023 Q2	$45.9K	Buy	+630	New	+$45.9K	0.01%	327