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Lodestone Wealth Management’s Sempra SRE Stock Holding History

Lodestone Wealth Management’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,384
Closed -$209K – 159
2024
Q4 		$209K Buy
+2,384
New +$209K 0.1% 148