Level Four Advisory Services’s Sempra SRE Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
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