Fifth Third Wealth Advisors’s Sempra SRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$785K Sell
10,354
-6,059
-37% -$459K 0.03% 278
2025
Q1
$1.17M Sell
16,413
-1,445
-8% -$103K 0.06% 199
2024
Q4
$1.57M Buy
17,858
+104
+0.6% +$9.12K 0.09% 152
2024
Q3
$1.48M Buy
17,754
+2,441
+16% +$204K 0.09% 145
2024
Q2
$1.16M Buy
15,313
+11,637
+317% +$885K 0.09% 150
2024
Q1
$264K Buy
+3,676
New +$264K 0.04% 205