Richardson Financial Services’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
2,385
+200
| +9% | +$15.2K | 0.12% | 155 |
|
|
2025
Q1 | $156K | Sell |
2,185
-20
| -0.9% | -$1.43K | 0.12% | 162 |
|
|
2024
Q4 | $193K | Sell |
2,205
-115
| -5% | -$10K | 0.14% | 140 |
|
|
2024
Q3 | $176K | Hold |
2,320
| – | – | 0.11% | 158 |
|
|
2024
Q2 | $176K | Sell |
2,320
-180
| -7% | -$13.7K | 0.13% | 149 |
|
|
2024
Q1 | $180K | Buy |
2,500
+135
| +6% | +$9.7K | 0.13% | 152 |
|
|
2023
Q4 | $177K | Buy |
+2,365
| New | +$177K | 0.15% | 138 |
|