Mather Group’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 |
-1,109
| Closed | -$79.2K | – | 1577 |
|
|
2025
Q1 | $79.2K | Buy |
1,109
+80
| +8% | +$5.71K | ﹤0.01% | 803 |
|
|
2024
Q4 | $90.3K | Buy |
1,029
+289
| +39% | +$25.4K | ﹤0.01% | 763 |
|
|
2024
Q3 | $61.9K | Buy |
740
+194
| +36% | +$16.2K | ﹤0.01% | 836 |
|
|
2024
Q2 | $39.2K | Sell |
546
-194
| -26% | -$13.9K | ﹤0.01% | 1067 |
|
|
2024
Q1 | $55.3K | Buy |
+740
| New | +$55.3K | ﹤0.01% | 849 |
|