GoalVest Advisory’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Buy |
220
+214
| +3,567% | +$16.2K | ﹤0.01% | 285 |
|
|
2025
Q1 | $428 | Buy |
+6
| New | +$428 | ﹤0.01% | 375 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$14.4K | – | 404 |
|
|
2024
Q1 | $14.4K | Buy |
200
+80
| +67% | +$5.75K | ﹤0.01% | 293 |
|
|
2023
Q4 | $8.97K | Buy |
120
+80
| +200% | +$5.98K | ﹤0.01% | 259 |
|
|
2023
Q3 | $2.72K | Buy |
+40
| New | +$2.72K | ﹤0.01% | 399 |
|
|
2023
Q1 | – | Sell |
-120
| Closed | -$9.27K | – | 304 |
|
|
2022
Q4 | $9.27K | Hold |
120
| – | – | 0.01% | 187 |
|
|
2022
Q3 | $9K | Hold |
120
| – | – | 0.01% | 193 |
|
|
2022
Q2 | $9K | Sell |
120
-16
| -12% | -$1.2K | 0.01% | 254 |
|
|
2022
Q1 | $11K | Buy |
+136
| New | +$11K | 0.01% | 236 |
|