LWA
Lowe Wealth Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33K | Hold |
44
| – | – | ﹤0.01% | 311 |
|
|
2025
Q1 | $3.14K | Hold |
44
| – | – | ﹤0.01% | 318 |
|
|
2024
Q4 | $3.86K | Buy |
+44
| New | +$3.86K | ﹤0.01% | 297 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$1K | – | 297 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 265 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 257 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 255 |
|
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 254 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 285 |
|
|
2019
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 249 |
|
|
2019
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 240 |
|
|
2019
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 257 |
|
|
2019
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 257 |
|