ORG Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.1K | Buy |
894
+17
| +2% | +$1.3K | 0.01% | 494 |
|
|
2025
Q1 | $62.8K | Sell |
877
-1,173
| -57% | -$83.9K | 0.02% | 454 |
|
|
2024
Q4 | $180K | Hold |
2,050
| – | – | 0.02% | 334 |
|
|
2024
Q3 | $171K | Sell |
2,050
-350
| -15% | -$29.3K | 0.03% | 305 |
|
|
2024
Q2 | $180K | Buy |
+2,400
| New | +$180K | 0.02% | 452 |
|
|
2024
Q1 | – | Sell |
-2,400
| Closed | -$179K | – | 1045 |
|
|
2023
Q4 | $179K | Hold |
2,400
| – | – | 0.03% | 310 |
|
|
2023
Q3 | $163K | Hold |
2,400
| – | – | 0.05% | 315 |
|
|
2023
Q2 | $174K | Buy |
+2,400
| New | +$174K | 0.03% | 396 |
|