Intrua Financial’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Sell
7,130
-1,116
-14% -$84.6K 0.07% 193
2025
Q1
$588K Buy
8,246
+818
+11% +$58.4K 0.09% 168
2024
Q4
$652K Sell
7,428
-516
-6% -$45.3K 0.1% 152
2024
Q3
$664K Sell
7,944
-2,654
-25% -$222K 0.1% 172
2024
Q2
$806K Buy
10,598
+220
+2% +$16.7K 0.12% 148
2024
Q1
$745K Buy
+10,378
New +$745K 0.11% 174
2022
Q3
Sell
-4,954
Closed -$372K 354
2022
Q2
$372K Sell
4,954
-182
-4% -$13.7K 0.08% 258
2022
Q1
$432K Buy
5,136
+114
+2% +$9.59K 0.08% 248
2021
Q4
$332K Buy
5,022
+190
+4% +$12.6K 0.06% 284
2021
Q3
$314K Buy
+4,832
New +$314K 0.06% 281