MLA
My Legacy Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
7,380
-1,032
| -12% | -$77.3K | 0.2% | 133 |
|
|
2025
Q1 | $600K | Buy |
8,412
+201
| +2% | +$14.3K | 0.23% | 125 |
|
|
2024
Q4 | $677K | Sell |
8,211
-162
| -2% | -$13.4K | 0.26% | 104 |
|
|
2024
Q3 | $700K | Sell |
8,373
-1,893
| -18% | -$158K | 0.28% | 112 |
|
|
2024
Q2 | $781K | Buy |
10,266
+58
| +0.6% | +$4.41K | 0.25% | 108 |
|
|
2024
Q1 | $733K | Sell |
10,208
-64
| -0.6% | -$4.6K | 0.25% | 117 |
|
|
2023
Q4 | $769K | Buy |
10,272
+60
| +0.6% | +$4.49K | 0.28% | 107 |
|
|
2023
Q3 | $710K | Buy |
10,212
+5,576
| +120% | +$388K | 0.29% | 105 |
|
|
2023
Q2 | $693K | Buy |
4,636
+85
| +2% | +$12.7K | 0.27% | 124 |
|
|
2023
Q1 | $707K | Buy |
4,551
+241
| +6% | +$37.4K | 0.3% | 120 |
|
|
2022
Q4 | $672K | Buy |
4,310
+902
| +26% | +$141K | 0.29% | 131 |
|
|
2022
Q3 | $482K | Buy |
3,408
+369
| +12% | +$52.2K | 0.24% | 149 |
|
|
2022
Q2 | $451K | Buy |
3,039
+420
| +16% | +$62.3K | 0.23% | 150 |
|
|
2022
Q1 | $440K | Buy |
+2,619
| New | +$440K | 0.2% | 140 |
|