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Principia Wealth Advisory’s Sempra SRE Stock Holding History

Principia Wealth Advisory’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.89K Buy
25
+18
+257% +$1.36K ﹤0.01% 399
2025
Q1 		$476 Sell
7
-12
-63% -$816 ﹤0.01% 583
2024
Q4 		$1.67K Buy
+19
New +$1.67K ﹤0.01% 272