InceptionR’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09M | Buy |
14,390
+6,260
| +77% | +$474K | 0.25% | 133 |
|
2025
Q1 | $580K | Buy |
+8,130
| New | +$580K | 0.17% | 242 |
|
2024
Q2 | – | Sell |
-6,934
| Closed | -$498K | – | 833 |
|
2024
Q1 | $498K | Buy |
+6,934
| New | +$498K | 0.13% | 299 |
|
2023
Q4 | – | Sell |
-7,723
| Closed | -$525K | – | 515 |
|
2023
Q3 | $525K | Sell |
7,723
-3,975
| -34% | -$270K | 0.3% | 139 |
|
2023
Q2 | $845K | Buy |
+11,698
| New | +$845K | 0.45% | 49 |
|