JNBA Financial 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 | $5.91K | Hold |
78
| – | – | ﹤0.01% | 526 |
|
|
2025
Q1 | $5.57K | Hold |
78
| – | – | ﹤0.01% | 530 |
|
|
2024
Q4 | $6.84K | Hold |
78
| – | – | ﹤0.01% | 495 |
|
|
2024
Q3 | $6.52K | Hold |
78
| – | – | ﹤0.01% | 517 |
|
|
2024
Q2 | $5.93K | Hold |
78
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $5.6K | Hold |
78
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $5.83K | Sell |
78
-18
| -19% | -$1.35K | ﹤0.01% | 525 |
|
|
2023
Q3 | $6.53K | Buy |
96
+18
| +23% | +$1.23K | ﹤0.01% | 510 |
|
|
2023
Q2 | $5.68K | Sell |
78
-18
| -19% | -$1.31K | ﹤0.01% | 521 |
|
|
2023
Q1 | $7.26K | Buy |
96
+18
| +23% | +$1.36K | ﹤0.01% | 510 |
|
|
2022
Q4 | $6.03K | Hold |
78
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 516 |
|
|
2022
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 552 |
|
|
2022
Q1 | $7K | Hold |
78
| – | – | ﹤0.01% | 534 |
|
|
2021
Q4 | $5K | Hold |
78
| – | – | ﹤0.01% | 622 |
|
|
2021
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 595 |
|
|
2021
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 549 |
|
|
2021
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 535 |
|
|
2020
Q4 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 500 |
|
|
2018
Q4 | – | Sell |
-1,932
| Closed | -$110K | – | 713 |
|
|
2018
Q3 | $110K | Buy |
+1,932
| New | +$110K | 0.05% | 174 |
|
|
2016
Q4 | – | Sell |
-744
| Closed | -$40K | – | 1224 |
|
|
2016
Q3 | $40K | Buy |
+744
| New | +$40K | 0.01% | 592 |
|