JFS Wealth Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Buy |
192
+8
| +4% | +$606 | ﹤0.01% | 740 |
|
|
2025
Q1 | $13.1K | Buy |
184
+7
| +4% | +$500 | ﹤0.01% | 785 |
|
|
2024
Q4 | $15.5K | Sell |
177
-37
| -17% | -$3.25K | ﹤0.01% | 710 |
|
|
2024
Q3 | $17.9K | Buy |
214
+5
| +2% | +$418 | ﹤0.01% | 668 |
|
|
2024
Q2 | $15.9K | Sell |
209
-46
| -18% | -$3.5K | ﹤0.01% | 655 |
|
|
2024
Q1 | $18.3K | Sell |
255
-164
| -39% | -$11.8K | ﹤0.01% | 645 |
|
|
2023
Q4 | $31.3K | Buy |
419
+277
| +195% | +$20.7K | ﹤0.01% | 490 |
|
|
2023
Q3 | $9.66K | Sell |
142
-24
| -14% | -$1.63K | ﹤0.01% | 743 |
|
|
2023
Q2 | $12.1K | Hold |
166
| – | – | ﹤0.01% | 677 |
|
|
2023
Q1 | $12.5K | Sell |
166
-26
| -14% | -$1.97K | ﹤0.01% | 641 |
|
|
2022
Q4 | $14.8K | Buy |
192
+8
| +4% | +$618 | ﹤0.01% | 596 |
|
|
2022
Q3 | $14K | Buy |
184
+36
| +24% | +$2.74K | ﹤0.01% | 648 |
|
|
2022
Q2 | $11K | Buy |
148
+4
| +3% | +$297 | ﹤0.01% | 744 |
|
|
2022
Q1 | $12K | Buy |
144
+52
| +57% | +$4.33K | ﹤0.01% | 746 |
|
|
2021
Q4 | $6K | Buy |
92
+50
| +119% | +$3.26K | ﹤0.01% | 772 |
|
|
2021
Q3 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 756 |
|
|
2015
Q3 | – | Sell |
-16
| Closed | -$1K | – | 565 |
|
|
2015
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 494 |
|
|
2015
Q1 | $1K | Sell |
16
-120
| -88% | -$7.5K | ﹤0.01% | 495 |
|
|
2014
Q4 | $8K | Buy |
136
+120
| +750% | +$7.06K | ﹤0.01% | 390 |
|
|
2014
Q3 | $1K | Sell |
16
-2
| -11% | -$125 | ﹤0.01% | 464 |
|
|
2014
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 459 |
|