LeClair Wealth Partners’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Sell	3,007 -20	-0.7%	-$1.52K	0.15%	90
2025 Q1	$216K	Buy	3,027 +16	+0.5%	+$1.14K	0.16%	91
2024 Q4	$264K	Buy	+3,011	New	+$264K	0.18%	85