Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Sempra SRE Stock Holding History

Kovitz Investment Group Partners’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 		$689K Sell
9,036
-1,990
-18% -$152K ﹤0.01% 881
2025
Q1 		$787K Buy
11,026
+2,379
+28% +$170K ﹤0.01% 796
2024
Q4 		$759K Buy
8,647
+577
+7% +$50.6K ﹤0.01% 782
2024
Q3 		$232K Buy
+8,070
New +$232K ﹤0.01% 918