FRA
Frank Rimerman Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
4,921
-521
| -10% | -$39.5K | 0.03% | 404 |
|
|
2025
Q1 | $388K | Buy |
5,442
+525
| +11% | +$37.5K | 0.03% | 362 |
|
|
2024
Q4 | $431K | Sell |
4,917
-4
| -0.1% | -$351 | 0.03% | 335 |
|
|
2024
Q3 | $412K | Sell |
4,921
-19
| -0.4% | -$1.59K | 0.03% | 363 |
|
|
2024
Q2 | $376K | Buy |
4,940
+4,916
| +20,483% | +$374K | 0.03% | 404 |
|
|
2024
Q1 | $1.72K | Hold |
24
| – | – | ﹤0.01% | 291 |
|
|
2023
Q4 | $1.79K | Buy |
+24
| New | +$1.79K | ﹤0.01% | 275 |
|