IP
Ignite Planners’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Buy |
12,396
+371
| +3% | +$29K | 0.17% | 133 |
|
|
2025
Q1 | $898K | Buy |
12,025
+1,261
| +12% | +$94.2K | 0.18% | 135 |
|
|
2024
Q4 | $944K | Buy |
10,764
+86
| +0.8% | +$7.54K | 0.21% | 107 |
|
|
2024
Q3 | $893K | Buy |
10,678
+74
| +0.7% | +$6.19K | 0.2% | 102 |
|
|
2024
Q2 | $807K | Buy |
10,604
+504
| +5% | +$38.4K | 0.2% | 106 |
|
|
2024
Q1 | $721K | Sell |
10,100
-1,852
| -15% | -$132K | 0.2% | 112 |
|
|
2023
Q4 | $906K | Sell |
11,952
-1,040
| -8% | -$78.9K | 0.27% | 95 |
|
|
2023
Q3 | $861K | Buy |
+12,992
| New | +$861K | 0.26% | 95 |
|
|
2023
Q1 | – | Sell |
-1,262
| Closed | -$204K | – | 266 |
|
|
2022
Q4 | $204K | Buy |
+1,262
| New | +$204K | 0.09% | 233 |
|