GeoWealth 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 | $56.9K | Sell |
751
-56
| -7% | -$4.24K | ﹤0.01% | 918 |
|
|
2025
Q1 | $57.6K | Sell |
807
-1,075
| -57% | -$76.7K | ﹤0.01% | 874 |
|
|
2024
Q4 | $165K | Sell |
1,882
-160
| -8% | -$14K | 0.01% | 827 |
|
|
2024
Q3 | $171K | Sell |
2,042
-92
| -4% | -$7.69K | 0.01% | 760 |
|
|
2024
Q2 | $162K | Buy |
2,134
+708
| +50% | +$53.9K | 0.01% | 729 |
|
|
2024
Q1 | $102K | Buy |
1,426
+850
| +148% | +$61.1K | ﹤0.01% | 771 |
|
|
2023
Q4 | $43K | Buy |
+576
| New | +$43K | ﹤0.01% | 630 |
|
|
2019
Q4 | – | Sell |
-5,216
| Closed | -$385K | – | 203 |
|
|
2019
Q3 | $385K | Buy |
+5,216
| New | +$385K | 0.09% | 122 |
|