JDM Financial Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Hold |
1,400
| – | – | 0.05% | 64 |
|
|
2025
Q1 | $99.9K | Sell |
1,400
-15
| -1% | -$1.07K | 0.05% | 62 |
|
|
2024
Q4 | $124K | Hold |
1,415
| – | – | 0.06% | 54 |
|
|
2024
Q3 | $118K | Buy |
1,415
+15
| +1% | +$1.25K | 0.06% | 57 |
|
|
2024
Q2 | $106K | Hold |
1,400
| – | – | 0.07% | 56 |
|
|
2024
Q1 | $101K | Hold |
1,400
| – | – | 0.07% | 49 |
|
|
2023
Q4 | $105K | Hold |
1,400
| – | – | 0.09% | 47 |
|
|
2023
Q3 | $95.2K | Hold |
1,400
| – | – | 0.09% | 47 |
|
|
2023
Q2 | $102K | Hold |
1,400
| – | – | 0.09% | 48 |
|
|
2023
Q1 | $106K | Sell |
1,400
-70
| -5% | -$5.29K | 0.1% | 47 |
|
|
2022
Q4 | $114K | Buy |
+1,470
| New | +$114K | 0.11% | 45 |
|