Mendel Money Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
8,476
+130
| +2% | +$9.85K | 0.28% | 85 |
|
|
2025
Q1 | $596K | Sell |
8,346
-63
| -0.7% | -$4.5K | 0.28% | 89 |
|
|
2024
Q4 | $738K | Buy |
8,409
+55
| +0.7% | +$4.83K | 0.33% | 72 |
|
|
2024
Q3 | $699K | Buy |
8,354
+23
| +0.3% | +$1.92K | 0.3% | 78 |
|
|
2024
Q2 | $634K | Sell |
8,331
-97
| -1% | -$7.38K | 0.3% | 76 |
|
|
2024
Q1 | $605K | Buy |
8,428
+884
| +12% | +$63.5K | 0.28% | 78 |
|
|
2023
Q4 | $564K | Buy |
7,544
+276
| +4% | +$20.6K | 0.27% | 77 |
|
|
2023
Q3 | $494K | Buy |
7,268
+1,568
| +28% | +$107K | 0.27% | 76 |
|
|
2023
Q2 | $415K | Buy |
5,700
+204
| +4% | +$14.9K | 0.21% | 88 |
|
|
2023
Q1 | $415K | Buy |
5,496
+520
| +10% | +$39.3K | 0.22% | 83 |
|
|
2022
Q4 | $384K | Hold |
4,976
| – | – | 0.22% | 88 |
|
|
2022
Q3 | $373K | Buy |
4,976
+2,074
| +71% | +$155K | 0.23% | 82 |
|
|
2022
Q2 | $218K | Sell |
2,902
-1,930
| -40% | -$145K | 0.13% | 111 |
|
|
2022
Q1 | $406K | Buy |
+4,832
| New | +$406K | 0.2% | 94 |
|