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

Heritage Wealth Management (Ohio)’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
Q2 		$520K Hold
6,867
– – 0.17% 134
2025
Q1 		$490K Hold
6,867
– – 0.17% 134
2024
Q4 		$602K Hold
6,867
– – 0.2% 117
2024
Q3 		$574K Hold
6,867
– – 0.19% 126
2024
Q2 		$523K Buy
+6,867
New +$523K 0.18% 126