LFA
Legacy Financial Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,639
| Closed | -$232K | – | 374 |
|
|
2024
Q4 | $232K | Buy |
2,639
+126
| +5% | +$11.1K | 0.04% | 305 |
|
|
2024
Q3 | $210K | Buy |
+2,513
| New | +$210K | 0.04% | 336 |
|
|
2024
Q1 | – | Sell |
-2,910
| Closed | -$217K | – | 336 |
|
|
2023
Q4 | $217K | Buy |
+2,910
| New | +$217K | 0.04% | 280 |
|