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Kestra Investment Management’s Sempra SRE Stock Holding History

Kestra Investment Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.8K Hold
320
– – ﹤0.01% 631
2025
Q1 		$22.8K Sell
320
-209
-40% -$14.9K ﹤0.01% 545
2024
Q4 		$46.4K Sell
529
-2,423
-82% -$212K ﹤0.01% 555
2024
Q3 		$247K Buy
+2,952
New +$247K 0.01% 296