Level Four Advisory Services’s Sempra SRE Stock Holding History

Level Four Advisory Services’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$232K	Sell
2025 Q2	$239K	Buy
2025 Q1	$219K	Buy
2024 Q4	$253K	Buy
2024 Q3	$235K	Buy
2024 Q2	$201K	Buy
2019 Q1	–	Sell
2018 Q4	$481K	Sell
2018 Q3	$606K	Sell
2018 Q2	$625K	Buy