PA
Prossimo Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
3,717
-2,504
| -40% | -$190K | 0.23% | 108 |
|
|
2025
Q1 | $444K | Sell |
6,221
-47
| -0.7% | -$3.35K | 0.33% | 92 |
|
|
2024
Q4 | $550K | Buy |
6,268
+28
| +0.4% | +$2.46K | 0.4% | 77 |
|
|
2024
Q3 | $522K | Buy |
6,240
+805
| +15% | +$67.3K | 0.38% | 82 |
|
|
2024
Q2 | $413K | Buy |
+5,435
| New | +$413K | 0.37% | 84 |
|
|
2023
Q3 | – | Sell |
-2,465
| Closed | -$359K | – | 115 |
|
|
2023
Q2 | $359K | Buy |
+2,465
| New | +$359K | 0.35% | 93 |
|