Legacy Wealth Management (Idaho)’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.56K	Sell	47 -4	-8%	-$303	﹤0.01%	436
2025 Q1	$3.64K	Hold	51	–	–	﹤0.01%	451
2024 Q4	$4.18K	Sell	51 -200	-80%	-$16.4K	﹤0.01%	403
2024 Q3	$23.1K	Buy	+251	New	+$23.1K	0.01%	199