Freedom Investment Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
3,037
-365
| -11% | -$27.7K | 0.02% | 668 |
|
|
2025
Q1 | $243K | Buy |
+3,402
| New | +$243K | 0.02% | 659 |
|
|
2023
Q1 | – | Sell |
-23,614
| Closed | -$1.82M | – | 789 |
|
|
2022
Q4 | $1.82M | Sell |
23,614
-1,156
| -5% | -$89.3K | 0.21% | 122 |
|
|
2022
Q3 | $1.86M | Buy |
24,770
+1,714
| +7% | +$129K | 0.21% | 112 |
|
|
2022
Q2 | $1.73M | Buy |
23,056
+6,334
| +38% | +$476K | 0.18% | 135 |
|
|
2022
Q1 | $1.41M | Buy |
+16,722
| New | +$1.41M | 0.13% | 214 |
|
|
2021
Q3 | – | Sell |
-3,478
| Closed | -$230K | – | 896 |
|
|
2021
Q2 | $230K | Buy |
+3,478
| New | +$230K | 0.02% | 782 |
|