Highline Wealth 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 | $10.1K | Buy |
133
+71
| +115% | +$5.37K | ﹤0.01% | 332 |
|
|
2025
Q1 | $4.46K | Sell |
62
-31
| -33% | -$2.23K | ﹤0.01% | 449 |
|
|
2024
Q4 | $8.17K | Buy |
93
+27
| +41% | +$2.37K | ﹤0.01% | 269 |
|
|
2024
Q3 | $5.5K | Buy |
66
+17
| +35% | +$1.42K | ﹤0.01% | 328 |
|
|
2024
Q2 | $3.76K | Buy |
49
+5
| +11% | +$383 | ﹤0.01% | 314 |
|
|
2024
Q1 | $3.16K | Hold |
44
| – | – | ﹤0.01% | 298 |
|
|
2023
Q4 | $3.29K | Hold |
44
| – | – | ﹤0.01% | 272 |
|
|
2023
Q3 | $2.99K | Hold |
44
| – | – | ﹤0.01% | 253 |
|
|
2023
Q2 | $3.2K | Hold |
44
| – | – | ﹤0.01% | 205 |
|
|
2023
Q1 | $3.33K | Hold |
44
| – | – | ﹤0.01% | 197 |
|
|
2022
Q4 | $3.4K | Hold |
44
| – | – | ﹤0.01% | 189 |
|
|
2022
Q3 | $3.3K | Buy |
+44
| New | +$3.3K | ﹤0.01% | 184 |
|