Merit Financial 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 | $873K | Buy |
11,516
+409
| +4% | +$31K | 0.01% | 858 |
|
|
2025
Q1 | $793K | Buy |
11,107
+7,012
| +171% | +$500K | 0.01% | 746 |
|
|
2024
Q4 | $359K | Buy |
+4,095
| New | +$359K | 0.01% | 855 |
|
|
2024
Q3 | – | Sell |
-3,301
| Closed | -$251K | – | 941 |
|
|
2024
Q2 | $251K | Sell |
3,301
-1,176
| -26% | -$89.4K | 0.01% | 774 |
|
|
2024
Q1 | $326K | Sell |
4,477
-218
| -5% | -$15.9K | 0.01% | 677 |
|
|
2023
Q4 | $351K | Buy |
4,695
+519
| +12% | +$38.8K | 0.01% | 580 |
|
|
2023
Q3 | $284K | Sell |
4,176
-620
| -13% | -$42.2K | 0.01% | 602 |
|
|
2023
Q2 | $349K | Buy |
+4,796
| New | +$349K | 0.01% | 551 |
|