Fortress Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+2,779
| New | +$211K | 0.1% | 72 |
|
|
2025
Q1 | – | Sell |
-2,763
| Closed | -$242K | – | 78 |
|
|
2024
Q4 | $242K | Buy |
2,763
+8
| +0.3% | +$702 | 0.12% | 64 |
|
|
2024
Q3 | $230K | Buy |
2,755
+7
| +0.3% | +$586 | 0.12% | 65 |
|
|
2024
Q2 | $209K | Buy |
+2,748
| New | +$209K | 0.11% | 67 |
|
|
2024
Q1 | – | Sell |
-2,740
| Closed | -$205K | – | 71 |
|
|
2023
Q4 | $205K | Buy |
+2,740
| New | +$205K | 0.11% | 62 |
|
|
2023
Q2 | – | Sell |
-2,710
| Closed | -$205K | – | 64 |
|
|
2023
Q1 | $205K | Buy |
2,710
+6
| +0.2% | +$454 | 0.14% | 57 |
|
|
2022
Q4 | $209K | Buy |
2,704
+6
| +0.2% | +$464 | 0.17% | 55 |
|
|
2022
Q3 | $202K | Buy |
2,698
+8
| +0.3% | +$599 | 0.21% | 49 |
|
|
2022
Q2 | $202K | Sell |
2,690
-462
| -15% | -$34.7K | 0.19% | 50 |
|
|
2022
Q1 | $265K | Buy |
3,152
+6
| +0.2% | +$504 | 0.2% | 47 |
|
|
2021
Q4 | $208K | Buy |
+3,146
| New | +$208K | 0.16% | 51 |
|