Glass Jacobson Investment 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 | – | Sell |
-18
| Closed | -$1.58K | – | 820 |
|
|
2025
Q1 | $1.58K | Hold |
18
| – | – | ﹤0.01% | 767 |
|
|
2024
Q4 | $1.58K | Buy |
+18
| New | +$1.58K | ﹤0.01% | 767 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$273 | – | 812 |
|
|
2023
Q3 | $273 | Hold |
4
| – | – | ﹤0.01% | 779 |
|
|
2023
Q2 | $292 | Buy |
+4
| New | +$292 | ﹤0.01% | 775 |
|
|
2022
Q4 | $618 | Buy |
+8
| New | +$618 | ﹤0.01% | 778 |
|