IAG
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Ipsen Advisor Group’s Sempra SRE Stock Holding History

Ipsen Advisor Group’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$731K Buy
9,647
+764
+9% +$57.9K 0.56% 44
2025
Q1 		$634K Buy
8,883
+492
+6% +$35.1K 0.55% 45
2024
Q4 		$736K Buy
+8,391
New +$736K 0.63% 37
2022
Q4 		$435K Buy
+2,814
New +$435K 0.5% 48