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Heritage Wealth Management (California)’s Sempra SRE Stock Holding History

Heritage Wealth Management (California)’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,444
Closed -$214K – 90
2024
Q4 		$214K Buy
+2,444
New +$214K 0.15% 80