Integrated Advisors Network’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
4,886
+1,530
| +46% | +$116K | 0.02% | 564 |
|
|
2025
Q1 | $240K | Sell |
3,356
-677
| -17% | -$48.3K | 0.01% | 645 |
|
|
2024
Q4 | $354K | Sell |
4,033
-925
| -19% | -$81.2K | 0.02% | 525 |
|
|
2024
Q3 | $415K | Sell |
4,958
-26
| -0.5% | -$2.18K | 0.02% | 516 |
|
|
2024
Q2 | $379K | Sell |
4,984
-80
| -2% | -$6.09K | 0.02% | 517 |
|
|
2024
Q1 | $364K | Buy |
5,064
+70
| +1% | +$5.03K | 0.02% | 540 |
|
|
2023
Q4 | $373K | Buy |
4,994
+381
| +8% | +$28.5K | 0.02% | 500 |
|
|
2023
Q3 | $314K | Buy |
4,613
+17
| +0.4% | +$1.16K | 0.02% | 518 |
|
|
2023
Q2 | $335K | Sell |
4,596
-164
| -3% | -$11.9K | 0.02% | 517 |
|
|
2023
Q1 | $360K | Sell |
4,760
-826
| -15% | -$62.4K | 0.02% | 510 |
|
|
2022
Q4 | $432K | Buy |
5,586
+294
| +6% | +$22.7K | 0.03% | 447 |
|
|
2022
Q3 | $397K | Sell |
5,292
-1,706
| -24% | -$128K | 0.03% | 442 |
|
|
2022
Q2 | $526K | Buy |
6,998
+4,376
| +167% | +$329K | 0.03% | 405 |
|
|
2022
Q1 | $220K | Buy |
+2,622
| New | +$220K | 0.01% | 617 |
|
|
2021
Q3 | – | Sell |
-3,340
| Closed | -$221K | – | 633 |
|
|
2021
Q2 | $221K | Buy |
+3,340
| New | +$221K | 0.02% | 539 |
|
|
2020
Q4 | – | Sell |
-5,758
| Closed | -$341K | – | 517 |
|
|
2020
Q3 | $341K | Buy |
5,758
+882
| +18% | +$52.2K | 0.04% | 321 |
|
|
2020
Q2 | $285K | Buy |
4,876
+268
| +6% | +$15.7K | 0.03% | 360 |
|
|
2020
Q1 | $260K | Buy |
4,608
+86
| +2% | +$4.85K | 0.05% | 298 |
|
|
2019
Q4 | $342K | Buy |
+4,522
| New | +$342K | 0.05% | 300 |
|