Kingsview Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Sell |
46,108
-274
| -0.6% | -$20.8K | 0.06% | 307 |
|
|
2025
Q1 | $3.31M | Sell |
46,382
-9
| -0% | -$642 | 0.06% | 279 |
|
|
2024
Q4 | $4.07M | Sell |
46,391
-127
| -0.3% | -$11.1K | 0.08% | 234 |
|
|
2024
Q3 | $3.89M | Buy |
46,518
+158
| +0.3% | +$13.2K | 0.08% | 236 |
|
|
2024
Q2 | $3.53M | Buy |
46,360
+179
| +0.4% | +$13.6K | 0.08% | 227 |
|
|
2024
Q1 | $3.32M | Buy |
46,181
+2,333
| +5% | +$168K | 0.08% | 230 |
|
|
2023
Q4 | $3.28M | Buy |
43,848
+39,600
| +932% | +$2.96M | 0.1% | 193 |
|
|
2023
Q3 | $289K | Buy |
4,248
+312
| +8% | +$21.2K | 0.01% | 756 |
|
|
2023
Q2 | $287K | Sell |
3,936
-5,150
| -57% | -$375K | 0.01% | 754 |
|
|
2023
Q1 | $687K | Sell |
9,086
-158
| -2% | -$11.9K | 0.03% | 493 |
|
|
2022
Q4 | $714K | Sell |
9,244
-510
| -5% | -$39.4K | 0.03% | 417 |
|
|
2022
Q3 | $731K | Buy |
9,754
+2,624
| +37% | +$197K | 0.03% | 407 |
|
|
2022
Q2 | $536K | Buy |
+7,130
| New | +$536K | 0.03% | 522 |
|