MGIA
Moneta Group Investment Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Sell |
9,391
-391
| -4% | -$29.6K | 0.01% | 364 |
|
|
2025
Q1 | $698K | Buy |
9,782
+319
| +3% | +$22.8K | 0.01% | 346 |
|
|
2024
Q4 | $830K | Buy |
9,463
+722
| +8% | +$63.3K | 0.01% | 304 |
|
|
2024
Q3 | $731K | Sell |
8,741
-933
| -10% | -$78K | 0.01% | 327 |
|
|
2024
Q2 | $736K | Buy |
9,674
+900
| +10% | +$68.5K | 0.01% | 314 |
|
|
2024
Q1 | $630K | Buy |
8,774
+291
| +3% | +$20.9K | 0.01% | 333 |
|
|
2023
Q4 | $634K | Buy |
8,483
+749
| +10% | +$56K | 0.01% | 299 |
|
|
2023
Q3 | $526K | Buy |
7,734
+3,850
| +99% | -$2.31K | 0.01% | 309 |
|
|
2023
Q2 | $565K | Sell |
3,884
-138
| -3% | -$20.1K | 0.01% | 299 |
|
|
2023
Q1 | $608K | Buy |
+4,022
| New | +$608K | 0.01% | 280 |
|
|
2018
Q2 | – | Sell |
-836
| Closed | -$93K | – | 607 |
|
|
2018
Q1 | $93K | Hold |
836
| – | – | 0.01% | 251 |
|
|
2017
Q4 | $89K | Buy |
+836
| New | +$89K | 0.01% | 242 |
|
|
2015
Q4 | – | Sell |
-931
| Closed | -$90K | – | 374 |
|
|
2015
Q3 | $90K | Buy |
+931
| New | +$90K | 0.03% | 183 |
|