LRI Investments’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-158
| Closed | -$11.3K | – | 1301 |
|
|
2025
Q1 | $11.3K | Sell |
158
-285
| -64% | -$20.3K | ﹤0.01% | 774 |
|
|
2024
Q4 | $38.9K | Hold |
443
| – | – | ﹤0.01% | 563 |
|
|
2024
Q3 | $40.1K | Buy |
443
+285
| +180% | +$25.8K | ﹤0.01% | 543 |
|
|
2024
Q2 | $12K | Hold |
158
| – | – | ﹤0.01% | 713 |
|
|
2024
Q1 | $11.3K | Buy |
+158
| New | +$11.3K | ﹤0.01% | 480 |
|