Premier Path Wealth 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 | – | Sell |
-2,934
| Closed | -$209K | – | 397 |
|
|
2025
Q1 | $209K | Sell |
2,934
-1,591
| -35% | -$114K | 0.03% | 358 |
|
|
2024
Q4 | $397K | Buy |
4,525
+101
| +2% | +$8.86K | 0.06% | 261 |
|
|
2024
Q3 | $370K | Buy |
4,424
+73
| +2% | +$6.11K | 0.06% | 271 |
|
|
2024
Q2 | $331K | Buy |
4,351
+16
| +0.4% | +$1.22K | 0.06% | 282 |
|
|
2024
Q1 | $311K | Buy |
4,335
+142
| +3% | +$10.2K | 0.06% | 269 |
|
|
2023
Q4 | $313K | Buy |
+4,193
| New | +$313K | 0.07% | 249 |
|