LWM
Lakeridge Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,280
| Closed | -$288K | – | 158 |
|
|
2024
Q4 | $288K | Buy |
3,280
+5
| +0.2% | +$439 | 0.15% | 117 |
|
|
2024
Q3 | $274K | Hold |
3,275
| – | – | 0.15% | 120 |
|
|
2024
Q2 | $249K | Buy |
3,275
+5
| +0.2% | +$380 | 0.15% | 121 |
|
|
2024
Q1 | $235K | Hold |
3,270
| – | – | 0.15% | 117 |
|
|
2023
Q4 | $244K | Buy |
+3,270
| New | +$244K | 0.18% | 103 |
|