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

Heritage Wealth Management (Ohio)’s Portfolio SRE Stock Details SRE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$606K	Hold
2025 Q3	$618K	Hold
2025 Q2	$520K	Hold
2025 Q1	$490K	Hold
2024 Q4	$602K	Hold
2024 Q3	$574K	Hold
2024 Q2	$523K	Buy