Householder Group Estate & Retirement Specialist’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $81K | Sell |
926
-3,956
| -81% | -$346K | 0.06% | 173 |
|
|
2024
Q3 | $408K | Hold |
4,882
| – | – | 0.12% | 163 |
|
|
2024
Q2 | $371K | Buy |
4,882
+131
| +3% | +$9.96K | 0.1% | 165 |
|
|
2024
Q1 | $341K | Hold |
4,751
| – | – | 0.1% | 171 |
|
|
2023
Q4 | $355K | Sell |
4,751
-2
| -0% | -$149 | 0.12% | 162 |
|
|
2023
Q3 | $323K | Buy |
+4,753
| New | +$323K | 0.12% | 153 |
|
|
2023
Q1 | $359K | Buy |
+4,752
| New | +$359K | 0.14% | 148 |
|
|
2022
Q4 | – | Sell |
-3,824
| Closed | -$286K | – | 1036 |
|
|
2022
Q3 | $286K | Sell |
3,824
-2
| -0.1% | -$150 | 0.12% | 159 |
|
|
2022
Q2 | $287K | Sell |
3,826
-24
| -0.6% | -$1.8K | 0.13% | 158 |
|
|
2022
Q1 | $324K | Sell |
3,850
-98
| -2% | -$8.25K | 0.13% | 152 |
|
|
2021
Q4 | $261K | Buy |
+3,948
| New | +$261K | 0.1% | 177 |
|