Golden State Equity Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
14,298
-106
| -0.7% | -$8.03K | 0.2% | 124 |
|
|
2025
Q1 | $1.03M | Sell |
14,404
-424
| -3% | -$30.3K | 0.2% | 130 |
|
|
2024
Q4 | $1.3M | Buy |
14,828
+11,923
| +410% | +$1.05M | 0.25% | 98 |
|
|
2024
Q3 | $243K | Sell |
2,905
-13,497
| -82% | -$1.13M | 0.13% | 156 |
|
|
2024
Q2 | $1.25M | Buy |
+16,402
| New | +$1.25M | 0.26% | 94 |
|
|
2023
Q4 | $1.21M | Buy |
16,167
+338
| +2% | +$25.3K | 0.29% | 86 |
|
|
2023
Q3 | $1.08M | Buy |
15,829
+737
| +5% | +$50.1K | 0.3% | 89 |
|
|
2023
Q2 | $1.1M | Buy |
15,092
+846
| +6% | +$61.6K | 0.31% | 79 |
|
|
2023
Q1 | $1.08M | Buy |
+14,246
| New | +$1.08M | 0.58% | 54 |
|
|
2022
Q1 | $938K | Buy |
11,160
+312
| +3% | +$26.2K | 0.47% | 63 |
|
|
2021
Q4 | $717K | Buy |
10,848
+382
| +4% | +$25.2K | 0.36% | 66 |
|
|
2021
Q3 | $662K | Buy |
+10,466
| New | +$662K | 0.27% | 92 |
|