Principal Securities’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
11,879
+2,400
| +25% | +$182K | 0.02% | 643 |
|
|
2025
Q1 | $831K | Hold |
9,479
| – | – | 0.02% | 607 |
|
|
2024
Q4 | $831K | Buy |
9,479
+990
| +12% | +$86.8K | 0.02% | 605 |
|
|
2024
Q3 | $710K | Buy |
8,489
+822
| +11% | +$68.7K | 0.02% | 644 |
|
|
2024
Q2 | $583K | Buy |
7,667
+1,130
| +17% | +$85.9K | 0.02% | 648 |
|
|
2024
Q1 | $470K | Buy |
6,537
+205
| +3% | +$14.7K | 0.01% | 697 |
|
|
2023
Q4 | $473K | Buy |
+6,332
| New | +$473K | 0.02% | 619 |
|