Lakeshore Financial Planning’s Sempra SRE Stock Holding History

Lakeshore Financial Planning’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 Q2	$298K	Buy
2025 Q1	$280K	Buy
2024 Q4	$344K	Buy
2024 Q3	$328K	Sell
2024 Q2	$306K	Buy
2024 Q1	$285K	Sell
2023 Q4	$297K	Buy
2023 Q3	$257K	Buy