Fort Point Capital Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,480
| Closed | -$218K | – | 314 |
|
|
2024
Q4 | $218K | Buy |
2,480
+32
| +1% | +$2.81K | 0.02% | 281 |
|
|
2024
Q3 | $205K | Buy |
+2,448
| New | +$205K | 0.03% | 277 |
|
|
2023
Q2 | – | Sell |
-2,656
| Closed | -$201K | – | 289 |
|
|
2023
Q1 | $201K | Hold |
2,656
| – | – | 0.03% | 252 |
|
|
2022
Q4 | $205K | Buy |
+2,656
| New | +$205K | 0.03% | 244 |
|
|
2022
Q2 | – | Sell |
-2,522
| Closed | -$212K | – | 283 |
|
|
2022
Q1 | $212K | Buy |
+2,522
| New | +$212K | 0.03% | 261 |
|