Foster Dykema Cabot & Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Hold |
1,636
| – | – | 0.01% | 152 |
|
|
2025
Q1 | $118K | Hold |
1,636
| – | – | 0.01% | 153 |
|
|
2024
Q4 | $145K | Sell |
1,636
-20
| -1% | -$1.77K | 0.01% | 150 |
|
|
2024
Q3 | $140K | Buy |
1,656
+20
| +1% | +$1.69K | 0.01% | 154 |
|
|
2024
Q2 | $125K | Sell |
1,636
-299
| -15% | -$22.9K | 0.01% | 133 |
|
|
2024
Q1 | $140K | Buy |
1,935
+293
| +18% | +$21.2K | 0.01% | 122 |
|
|
2023
Q4 | $124K | Buy |
+1,642
| New | +$124K | 0.01% | 122 |
|