Petra 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
Q1 | – | Sell |
-7,549
| Closed | -$662K | – | 146 |
|
|
2024
Q4 | $662K | Buy |
7,549
+11
| +0.1% | +$965 | 0.45% | 58 |
|
|
2024
Q3 | $630K | Buy |
+7,538
| New | +$630K | 0.42% | 67 |
|
|
2024
Q1 | – | Sell |
-7,201
| Closed | -$538K | – | 129 |
|
|
2023
Q4 | $538K | Buy |
7,201
+1,469
| +26% | +$110K | 0.45% | 67 |
|
|
2023
Q3 | $390K | Hold |
5,732
| – | – | 0.33% | 83 |
|
|
2023
Q2 | $417K | Hold |
5,732
| – | – | 0.37% | 75 |
|
|
2023
Q1 | $433K | Hold |
5,732
| – | – | 0.43% | 44 |
|
|
2022
Q4 | $443K | Buy |
+5,732
| New | +$443K | 0.49% | 53 |
|