FIM
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Freedom Investment Management’s Sempra SRE Stock Holding History

Freedom Investment Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,037
Closed -$230K – 628
2025
Q2 		$230K Sell
3,037
-365
-11% -$27.1K 0.02% 668
2025
Q1 		$243K Buy
+3,402
New +$265K 0.02% 659
2023
Q1 		– Sell
-23,614
Closed -$1.82M – 789
2022
Q4 		$1.82M Sell
23,614
-1,156
-5% -$89.4K 0.21% 122
2022
Q3 		$1.86M Buy
24,770
+1,714
+7% +$139K 0.21% 112
2022
Q2 		$1.73M Buy
23,056
+6,334
+38% +$509K 0.18% 135
2022
Q1 		$1.41M Buy
+16,722
New +$1.2M 0.13% 214
2021
Q3 		– Sell
-3,478
Closed -$230K – 896
2021
Q2 		$230K Buy
+3,478
New +$238K 0.02% 782

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