Frazier Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Hold |
275
| – | – | 0.01% | 262 |
|
|
2025
Q1 | $19.6K | Sell |
275
-47
| -15% | -$3.35K | 0.02% | 250 |
|
|
2024
Q4 | $28.2K | Hold |
322
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $26.9K | Sell |
322
-251
| -44% | -$21K | 0.02% | 223 |
|
|
2024
Q2 | $43.6K | Buy |
573
+35
| +7% | +$2.66K | 0.03% | 167 |
|
|
2024
Q1 | $38.7K | Buy |
538
+217
| +68% | +$15.6K | 0.03% | 177 |
|
|
2023
Q4 | $24K | Buy |
+321
| New | +$24K | 0.02% | 210 |
|