Laurel Wealth Advisors (North Carolina)’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-355
| Closed | -$31.1K | – | 737 |
|
|
2024
Q4 | $31.1K | Hold |
355
| – | – | ﹤0.01% | 363 |
|
|
2024
Q3 | $29.7K | Buy |
+355
| New | +$29.7K | ﹤0.01% | 365 |
|
|
2020
Q4 | – | Sell |
-46
| Closed | -$3K | – | 615 |
|
|
2020
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 469 |
|
|
2020
Q2 | $3K | Sell |
46
-46
| -50% | -$3K | ﹤0.01% | 460 |
|
|
2020
Q1 | $5K | Buy |
92
+46
| +100% | +$2.5K | ﹤0.01% | 416 |
|
|
2019
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 481 |
|
|
2019
Q3 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 464 |
|
|
2019
Q2 | – | Sell |
-46
| Closed | -$3K | – | 524 |
|
|
2019
Q1 | $3K | Sell |
46
-46
| -50% | -$3K | ﹤0.01% | 444 |
|
|
2018
Q4 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 406 |
|