PDS Planning’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
3,899
+298
| +8% | +$22.6K | 0.02% | 357 |
|
|
2025
Q1 | $257K | Sell |
3,601
-642
| -15% | -$45.8K | 0.02% | 368 |
|
|
2024
Q4 | $372K | Buy |
4,243
+724
| +21% | +$63.5K | 0.03% | 236 |
|
|
2024
Q3 | $294K | Buy |
3,519
+885
| +34% | +$74K | 0.03% | 298 |
|
|
2024
Q2 | $200K | Sell |
2,634
-551
| -17% | -$41.9K | 0.02% | 363 |
|
|
2024
Q1 | $229K | Buy |
+3,185
| New | +$229K | 0.02% | 331 |
|
|
2023
Q4 | – | Sell |
-3,105
| Closed | -$211K | – | 379 |
|
|
2023
Q3 | $211K | Buy |
3,105
+149
| +5% | +$10.1K | 0.03% | 289 |
|
|
2023
Q2 | $215K | Buy |
+2,956
| New | +$215K | 0.03% | 277 |
|