Financial Designs’s Sempra SRE Stock Holding History

Financial Designs’s Portfolio SRE Stock Details SRE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$248K	Buy
2023 Q4	–	Sell
2023 Q3	$332K	Buy