Pacific Capital Wealth Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26
| Closed | -$2.28K | – | 333 |
|
|
2024
Q4 | $2.28K | Hold |
26
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $2.17K | Sell |
26
-154
| -86% | -$12.9K | ﹤0.01% | 394 |
|
|
2024
Q2 | $13.7K | Buy |
180
+144
| +400% | +$11K | ﹤0.01% | 282 |
|
|
2024
Q1 | $2.59K | Buy |
36
+10
| +38% | +$718 | ﹤0.01% | 411 |
|
|
2023
Q4 | $1.94K | Buy |
+26
| New | +$1.94K | ﹤0.01% | 287 |
|