Private Wealth Management Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.3K | Buy |
981
+63
| +7% | +$4.77K | 0.02% | 136 |
|
|
2025
Q1 | $65.5K | Sell |
918
-33
| -3% | -$2.36K | 0.02% | 144 |
|
|
2024
Q4 | $83.4K | Buy |
951
+30
| +3% | +$2.63K | 0.03% | 125 |
|
|
2024
Q3 | $77K | Buy |
921
+3
| +0.3% | +$251 | 0.03% | 127 |
|
|
2024
Q2 | $69.8K | Hold |
918
| – | – | 0.03% | 129 |
|
|
2024
Q1 | $65.9K | Hold |
918
| – | – | 0.03% | 132 |
|
|
2023
Q4 | $68.6K | Buy |
+918
| New | +$68.6K | 0.03% | 127 |
|