Focus Partners Wealth’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
37,786
+739
| +2% | +$56K | 0.01% | 805 |
|
|
2025
Q1 | $2.64M | Buy |
37,047
+2,222
| +6% | +$159K | 0.01% | 775 |
|
|
2024
Q4 | $3.06M | Buy |
34,825
+7,570
| +28% | +$664K | 0.01% | 742 |
|
|
2024
Q3 | $2.28M | Buy |
27,255
+13,493
| +98% | +$1.13M | 0.01% | 735 |
|
|
2024
Q2 | $1.05M | Buy |
+13,762
| New | +$1.05M | ﹤0.01% | 791 |
|