Financial Connections Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $41K | Buy |
550
+92
| +20% | +$6.86K | 0.02% | 115 |
|
2025
Q1 | $32K | Hold |
458
| – | – | 0.01% | 118 |
|
2024
Q4 | $40K | Hold |
458
| – | – | 0.02% | 103 |
|
2024
Q3 | $38K | Hold |
458
| – | – | 0.02% | 105 |
|
2024
Q2 | $34K | Buy |
+458
| New | +$34K | 0.02% | 122 |
|
2024
Q1 | – | Sell |
-458
| Closed | -$34K | – | 251 |
|
2023
Q4 | $34K | Buy |
+458
| New | +$34K | 0.02% | 120 |
|
2023
Q3 | – | Sell |
-458
| Closed | -$33K | – | 217 |
|
2023
Q2 | $33K | Hold |
458
| – | – | 0.02% | 128 |
|
2023
Q1 | $34K | Hold |
458
| – | – | 0.02% | 112 |
|
2022
Q4 | $35K | Hold |
458
| – | – | 0.03% | 106 |
|
2022
Q3 | $34K | Hold |
458
| – | – | 0.03% | 87 |
|
2022
Q2 | $34K | Hold |
458
| – | – | 0.03% | 112 |
|
2022
Q1 | $38K | Hold |
458
| – | – | 0.04% | 113 |
|
2021
Q4 | $30K | Buy |
+458
| New | +$30K | 0.03% | 134 |
|