Fox Hill 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
Q1 | – | Sell |
-17,627
| Closed | -$1.55M | – | 130 |
|
|
2024
Q4 | $1.55M | Buy |
17,627
+46
| +0.3% | +$4.04K | 0.87% | 36 |
|
|
2024
Q3 | $1.47M | Buy |
17,581
+157
| +0.9% | +$13.1K | 0.81% | 43 |
|
|
2024
Q2 | $1.33M | Buy |
17,424
+851
| +5% | +$64.7K | 0.81% | 38 |
|
|
2024
Q1 | $1.19M | Buy |
16,573
+801
| +5% | +$57.5K | 0.8% | 38 |
|
|
2023
Q4 | $1.18M | Buy |
+15,772
| New | +$1.18M | 0.9% | 33 |
|