Kozak & Associates’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49 | Sell |
1
-179
| -99% | -$8.77K | ﹤0.01% | 405 |
|
|
2025
Q1 | $12.6K | Hold |
180
| – | – | ﹤0.01% | 198 |
|
|
2024
Q4 | $15.8K | Buy |
+180
| New | +$15.8K | ﹤0.01% | 194 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$5K | – | 378 |
|
|
2022
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 292 |
|
|
2022
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 314 |
|
|
2021
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 314 |
|