Meridian 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
Q2
$446K Sell
5,886
-12
-0.2% -$909 0.02% 473
2025
Q1
$421K Buy
5,898
+562
+11% +$40.1K 0.02% 445
2024
Q4
$468K Buy
+5,336
New +$468K 0.02% 424