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 |
|