New England Capital Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Hold |
205
| – | – | 0.01% | 204 |
|
|
2025
Q1 | $14.6K | Hold |
205
| – | – | 0.01% | 204 |
|
|
2024
Q4 | $18K | Hold |
205
| – | – | 0.01% | 190 |
|
|
2024
Q3 | $17.1K | Hold |
205
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $15.6K | Hold |
205
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $14.7K | Buy |
205
+2
| +1% | +$144 | 0.01% | 202 |
|
|
2023
Q4 | $15.2K | Buy |
203
+1
| +0.5% | +$75 | 0.01% | 203 |
|
|
2023
Q3 | $13.7K | Buy |
202
+2
| +1% | +$136 | 0.01% | 205 |
|
|
2023
Q2 | $14.6K | Buy |
200
+2
| +1% | +$146 | 0.01% | 194 |
|
|
2023
Q1 | $15K | Hold |
198
| – | – | 0.01% | 209 |
|
|
2022
Q4 | $15.7K | Buy |
+198
| New | +$15.7K | 0.01% | 210 |
|