Key Financial Inc’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Hold |
208
| – | – | ﹤0.01% | 747 |
|
|
2025
Q1 | $14.8K | Hold |
208
| – | – | ﹤0.01% | 733 |
|
|
2024
Q4 | $18.2K | Buy |
208
+40
| +24% | +$3.51K | ﹤0.01% | 675 |
|
|
2024
Q3 | $14.1K | Hold |
168
| – | – | ﹤0.01% | 714 |
|
|
2024
Q2 | $12.8K | Hold |
168
| – | – | ﹤0.01% | 719 |
|
|
2024
Q1 | $12.1K | Hold |
168
| – | – | ﹤0.01% | 704 |
|
|
2023
Q4 | $12.6K | Sell |
168
-72
| -30% | -$5.38K | ﹤0.01% | 683 |
|
|
2023
Q3 | $16.3K | Hold |
240
| – | – | 0.01% | 613 |
|
|
2023
Q2 | $17.5K | Buy |
240
+72
| +43% | +$5.24K | 0.01% | 604 |
|
|
2023
Q1 | $12.7K | Hold |
168
| – | – | ﹤0.01% | 626 |
|
|
2022
Q4 | $12.6K | Hold |
168
| – | – | 0.01% | 579 |
|
|
2022
Q3 | $13K | Buy |
168
+94
| +127% | +$7.27K | 0.01% | 580 |
|
|
2022
Q2 | $6K | Hold |
74
| – | – | ﹤0.01% | 772 |
|
|
2022
Q1 | $6K | Hold |
74
| – | – | ﹤0.01% | 766 |
|
|
2021
Q4 | $5K | Hold |
74
| – | – | ﹤0.01% | 726 |
|
|
2021
Q3 | $5K | Buy |
74
+20
| +37% | +$1.35K | ﹤0.01% | 711 |
|
|
2021
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 718 |
|
|
2021
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 627 |
|
|
2020
Q4 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 622 |
|
|
2020
Q2 | – | Sell |
-54
| Closed | -$3K | – | 549 |
|
|
2020
Q1 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 575 |
|