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Lee, Danner & Bass’s Sempra SRE Stock Holding History

Lee, Danner & Bass’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.8M Buy
63,405
+17,128
+37% +$1.3M 0.37% 57
2025
Q1 		$3.3M Buy
46,277
+20,707
+81% +$1.48M 0.27% 76
2024
Q4 		$2.24M Buy
25,570
+16,095
+170% +$1.41M 0.18% 99
2024
Q3 		$792K Buy
+9,475
New +$792K 0.06% 150