Marion Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,781
| Closed | -$1.21M | – | 134 |
|
|
2024
Q4 | $1.21M | Buy |
13,781
+210
| +2% | +$18.4K | 0.32% | 68 |
|
|
2024
Q3 | $1.13M | Buy |
13,571
+414
| +3% | +$34.6K | 0.3% | 71 |
|
|
2024
Q2 | $1M | Buy |
13,157
+392
| +3% | +$29.8K | 0.29% | 71 |
|
|
2024
Q1 | $917K | Buy |
12,765
+190
| +2% | +$13.6K | 0.27% | 74 |
|
|
2023
Q4 | $940K | Buy |
12,575
+465
| +4% | +$34.7K | 0.3% | 70 |
|
|
2023
Q3 | $824K | Buy |
12,110
+522
| +5% | +$35.5K | 0.29% | 68 |
|
|
2023
Q2 | $844K | Buy |
11,588
+224
| +2% | +$16.3K | 0.3% | 65 |
|
|
2023
Q1 | $859K | Buy |
11,364
+684
| +6% | +$51.7K | 0.32% | 63 |
|
|
2022
Q4 | $825K | Buy |
10,680
+1,500
| +16% | +$116K | 0.35% | 62 |
|
|
2022
Q3 | $688K | Buy |
9,180
+488
| +6% | +$36.6K | 0.35% | 59 |
|
|
2022
Q2 | $653K | Buy |
8,692
+2,154
| +33% | +$162K | 0.34% | 65 |
|
|
2022
Q1 | $550K | Buy |
6,538
+70
| +1% | +$5.89K | 0.27% | 76 |
|
|
2021
Q4 | $428K | Buy |
+6,468
| New | +$428K | 0.2% | 80 |
|