Lee Financial’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-68
| Closed | -$5.12K | – | 725 |
|
|
2023
Q4 | $5.12K | Buy |
+68
| New | +$5.12K | ﹤0.01% | 538 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$773 | – | 944 |
|
|
2022
Q4 | $773 | Sell |
10
-62
| -86% | -$4.79K | ﹤0.01% | 784 |
|
|
2022
Q3 | $6K | Buy |
72
+62
| +620% | +$5.17K | ﹤0.01% | 517 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 819 |
|
|
2022
Q1 | – | Sell |
-820
| Closed | -$54K | – | 947 |
|
|
2021
Q4 | $54K | Buy |
+820
| New | +$54K | 0.01% | 248 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$64K | – | 515 |
|
|
2020
Q4 | $64K | Buy |
1,000
+152
| +18% | +$9.73K | 0.02% | 190 |
|
|
2020
Q3 | $50K | Buy |
848
+800
| +1,667% | +$47.2K | 0.01% | 233 |
|
|
2020
Q2 | $3K | Sell |
48
-478
| -91% | -$29.9K | ﹤0.01% | 472 |
|
|
2020
Q1 | $30K | Hold |
526
| – | – | 0.01% | 205 |
|
|
2019
Q4 | $40K | Buy |
+526
| New | +$40K | 0.01% | 206 |
|