Greystone Financial Group’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 |
-121,358
| Closed | -$8.66M | – | 104 |
|
|
2025
Q1 | $8.66M | Sell |
121,358
-16,055
| -12% | -$1.15M | 1.57% | 31 |
|
|
2024
Q4 | $12.1M | Sell |
137,413
-8,741
| -6% | -$767K | 2.1% | 18 |
|
|
2024
Q3 | $12.2M | Buy |
146,154
+8,186
| +6% | +$685K | 2.18% | 15 |
|
|
2024
Q2 | $10.5M | Sell |
137,968
-893
| -0.6% | -$67.9K | 2.05% | 14 |
|
|
2024
Q1 | $9.97M | Buy |
+138,861
| New | +$9.97M | 1.99% | 15 |
|