MGB 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 | $241K | Hold |
3,200
| – | – | 0.08% | 193 |
|
|
2025
Q1 | $223K | Hold |
3,200
| – | – | 0.08% | 193 |
|
|
2024
Q4 | $280K | Hold |
3,200
| – | – | 0.09% | 161 |
|
|
2024
Q3 | $266K | Sell |
3,200
-2,100
| -40% | -$175K | 0.1% | 158 |
|
|
2024
Q2 | $408K | Sell |
5,300
-1,200
| -18% | -$92.4K | 0.15% | 132 |
|
|
2024
Q1 | $467K | Hold |
6,500
| – | – | 0.19% | 117 |
|
|
2023
Q4 | $486K | Buy |
+6,500
| New | +$486K | 0.24% | 111 |
|