One Degree 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 | $973K | Sell |
12,844
-338
| -3% | -$25.6K | 0.35% | 32 |
|
|
2025
Q1 | $940K | Hold |
13,182
| – | – | 0.39% | 31 |
|
|
2024
Q4 | $1.1M | Sell |
13,182
-2,126
| -14% | -$177K | 0.45% | 29 |
|
|
2024
Q3 | $1.27M | Sell |
15,308
-182
| -1% | -$15.1K | 0.54% | 27 |
|
|
2024
Q2 | $1.18M | Buy |
15,490
+5
| +0% | +$380 | 0.57% | 28 |
|
|
2024
Q1 | $1.11M | Sell |
15,485
-340
| -2% | -$24.4K | 0.55% | 29 |
|
|
2023
Q4 | $1.11M | Buy |
+15,825
| New | +$1.11M | 0.57% | 29 |
|