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Lakeridge Wealth Management’s Sempra SRE Stock Holding History

Lakeridge Wealth Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,280
Closed -$288K – 158
2024
Q4 		$288K Buy
3,280
+5
+0.2% +$438 0.15% 117
2024
Q3 		$274K Hold
3,275
– – 0.15% 120
2024
Q2 		$249K Buy
3,275
+5
+0.2% +$370 0.15% 121
2024
Q1 		$235K Hold
3,270
– – 0.15% 117
2023
Q4 		$244K Buy
+3,270
New +$234K 0.18% 103

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State Street
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Norges Bank
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Morgan Stanley
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return