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Legacy Advisors’s Sempra SRE Stock Holding History

Legacy Advisors’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,318
Closed -$205K – 462
2024
Q4 		$205K Sell
2,318
-655
-22% -$57.8K 0.02% 389
2024
Q3 		$249K Buy
+2,973
New +$249K 0.03% 328