JBR Co Financial Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
4,000
| – | – | 0.15% | 96 |
|
|
2025
Q1 | $285K | Hold |
4,000
| – | – | 0.17% | 96 |
|
|
2024
Q4 | $351K | Hold |
4,000
| – | – | 0.21% | 81 |
|
|
2024
Q3 | $335K | Hold |
4,000
| – | – | 0.22% | 80 |
|
|
2024
Q2 | $304K | Hold |
4,000
| – | – | 0.21% | 78 |
|
|
2024
Q1 | $287K | Hold |
4,000
| – | – | 0.23% | 75 |
|
|
2023
Q4 | $299K | Buy |
+4,000
| New | +$299K | 0.28% | 67 |
|