Resurgent Financial Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,021
| Closed | -$151K | – | 436 |
|
|
2023
Q4 | $151K | Sell |
2,021
-45
| -2% | -$3.36K | 0.09% | 193 |
|
|
2023
Q3 | $141K | Sell |
2,066
-4
| -0.2% | -$272 | 0.1% | 186 |
|
|
2023
Q2 | $151K | Buy |
2,070
+76
| +4% | +$5.53K | 0.1% | 176 |
|
|
2023
Q1 | $151K | Buy |
1,994
+498
| +33% | +$37.6K | 0.1% | 178 |
|
|
2022
Q4 | $116K | Buy |
+1,496
| New | +$116K | 0.06% | 282 |
|