LWM
LJI Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
3,798
-10
| -0.3% | -$758 | 0.05% | 147 |
|
|
2025
Q1 | $272K | Buy |
3,808
+10
| +0.3% | +$714 | 0.05% | 142 |
|
|
2024
Q4 | $333K | Hold |
3,798
| – | – | 0.07% | 123 |
|
|
2024
Q3 | $318K | Hold |
3,798
| – | – | 0.06% | 142 |
|
|
2024
Q2 | $289K | Sell |
3,798
-18
| -0.5% | -$1.37K | 0.06% | 146 |
|
|
2024
Q1 | $274K | Buy |
3,816
+18
| +0.5% | +$1.29K | 0.07% | 121 |
|
|
2023
Q4 | $284K | Hold |
3,798
| – | – | 0.07% | 137 |
|
|
2023
Q3 | $258K | Buy |
3,798
+1,899
| +100% | +$129K | 0.07% | 136 |
|
|
2023
Q2 | $276K | Hold |
1,899
| – | – | 0.08% | 126 |
|
|
2023
Q1 | $287K | Hold |
1,899
| – | – | 0.09% | 117 |
|
|
2022
Q4 | $293K | Buy |
+1,899
| New | +$293K | 0.1% | 101 |
|