Legacy Capital 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 | $551K | Buy |
7,277
+61
| +0.8% | +$4.62K | 0.13% | 173 |
|
|
2025
Q1 | $515K | Buy |
7,216
+309
| +4% | +$22.1K | 0.13% | 177 |
|
|
2024
Q4 | $606K | Sell |
6,907
-242
| -3% | -$21.2K | 0.15% | 140 |
|
|
2024
Q3 | $598K | Buy |
7,149
+170
| +2% | +$14.2K | 0.12% | 161 |
|
|
2024
Q2 | $531K | Buy |
+6,979
| New | +$531K | 0.14% | 150 |
|
|
2024
Q1 | – | Sell |
-6,395
| Closed | -$478K | – | 314 |
|
|
2023
Q4 | $478K | Sell |
6,395
-689
| -10% | -$51.5K | 0.14% | 152 |
|
|
2023
Q3 | $482K | Buy |
+7,084
| New | +$482K | 0.13% | 148 |
|
|
2023
Q2 | – | Sell |
-5,806
| Closed | -$439K | – | 209 |
|
|
2023
Q1 | $439K | Buy |
+5,806
| New | +$439K | 0.12% | 147 |
|