ISFAN
SRE icon

Investor's Fiduciary Advisor Network’s Sempra SRE Stock Holding History

Investor's Fiduciary Advisor Network’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$333K Buy
4,401
+467
+12% +$35.3K 0.12% 170
2025
Q1 		$280K Sell
3,934
-1,224
-24% -$87.1K 0.13% 144
2024
Q4 		$452K Buy
+5,158
New +$452K 0.17% 141