MilWealth 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 | $29.4K | Hold |
388
| – | – | 0.01% | 46 |
|
2025
Q1 | $27.7K | Hold |
388
| – | – | 0.01% | 46 |
|
2024
Q4 | $34K | Hold |
388
| – | – | 0.01% | 62 |
|
2024
Q3 | $32.4K | Hold |
388
| – | – | 0.01% | 47 |
|
2024
Q2 | $29.5K | Hold |
388
| – | – | 0.01% | 45 |
|
2024
Q1 | $27.9K | Hold |
388
| – | – | 0.01% | 47 |
|
2023
Q4 | $29K | Hold |
388
| – | – | 0.01% | 47 |
|
2023
Q3 | $26.4K | Sell |
388
-188
| -33% | -$12.8K | 0.01% | 47 |
|
2023
Q2 | $41.9K | Hold |
576
| – | – | 0.02% | 38 |
|
2023
Q1 | $43.5K | Hold |
576
| – | – | 0.02% | 37 |
|
2022
Q4 | $44.5K | Hold |
576
| – | – | 0.02% | 37 |
|
2022
Q3 | $43.2K | Hold |
576
| – | – | 0.02% | 35 |
|
2022
Q2 | $43.3K | Hold |
576
| – | – | 0.02% | 40 |
|
2022
Q1 | $48.4K | Hold |
576
| – | – | 0.02% | 40 |
|
2021
Q4 | $38.1K | Hold |
576
| – | – | 0.01% | 45 |
|
2021
Q3 | $36.4K | Hold |
576
| – | – | 0.01% | 45 |
|
2021
Q2 | $38.2K | Hold |
576
| – | – | 0.02% | 37 |
|
2021
Q1 | $38.2K | Hold |
576
| – | – | 0.02% | 35 |
|
2020
Q4 | $36.7K | Hold |
576
| – | – | 0.02% | 34 |
|
2020
Q3 | $34.1K | Hold |
576
| – | – | 0.02% | 34 |
|
2020
Q2 | $33.8K | Hold |
576
| – | – | 0.02% | 35 |
|
2020
Q1 | $32.5K | Hold |
576
| – | – | 0.03% | 36 |
|
2019
Q4 | $43.6K | Hold |
576
| – | – | 0.03% | 34 |
|
2019
Q3 | $42.5K | Hold |
576
| – | – | 0.04% | 34 |
|
2019
Q2 | $39.6K | Hold |
576
| – | – | 0.03% | 31 |
|
2019
Q1 | $36.2K | Hold |
576
| – | – | 0.03% | 33 |
|
2018
Q4 | $31.2K | Buy |
+576
| New | +$31.2K | 0.03% | 37 |
|