Founders Financial Securities’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
39,356
+1,204
| +3% | +$91.2K | 0.23% | 94 |
|
|
2025
Q1 | $2.88M | Buy |
38,152
+7,014
| +23% | +$530K | 0.24% | 88 |
|
|
2024
Q4 | $2.73M | Buy |
31,138
+629
| +2% | +$55.2K | 0.25% | 79 |
|
|
2024
Q3 | $2.55M | Buy |
30,509
+414
| +1% | +$34.6K | 0.24% | 85 |
|
|
2024
Q2 | $2.29M | Buy |
30,095
+1,818
| +6% | +$138K | 0.22% | 92 |
|
|
2024
Q1 | $2.03M | Buy |
28,277
+3,413
| +14% | +$245K | 0.21% | 97 |
|
|
2023
Q4 | $1.86M | Buy |
24,864
+740
| +3% | +$55.3K | 0.21% | 95 |
|
|
2023
Q3 | $1.64M | Buy |
24,124
+3,494
| +17% | +$238K | 0.21% | 90 |
|
|
2023
Q2 | $1.5M | Buy |
20,630
+2,672
| +15% | +$195K | 0.2% | 98 |
|
|
2023
Q1 | $1.36M | Buy |
17,958
+6,284
| +54% | +$475K | 0.2% | 104 |
|
|
2022
Q4 | $902K | Buy |
11,674
+1,332
| +13% | +$103K | 0.14% | 146 |
|
|
2022
Q3 | $775K | Buy |
10,342
+406
| +4% | +$30.4K | 0.14% | 140 |
|
|
2022
Q2 | $747K | Sell |
9,936
-778
| -7% | -$58.5K | 0.15% | 126 |
|
|
2022
Q1 | $901K | Buy |
10,714
+818
| +8% | +$68.8K | 0.16% | 122 |
|
|
2021
Q4 | $655K | Buy |
9,896
+1,532
| +18% | +$101K | 0.12% | 145 |
|
|
2021
Q3 | $529K | Buy |
8,364
+1,480
| +21% | +$93.6K | 0.11% | 164 |
|
|
2021
Q2 | $456K | Buy |
6,884
+1,874
| +37% | +$124K | 0.09% | 185 |
|
|
2021
Q1 | $332K | Buy |
5,010
+140
| +3% | +$9.28K | 0.08% | 190 |
|
|
2020
Q4 | $310K | Buy |
+4,870
| New | +$310K | 0.07% | 167 |
|