Rise Advisors’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6K | Buy |
444
+4
| +0.9% | +$303 | 0.01% | 312 |
|
|
2025
Q1 | $31.4K | Buy |
440
+96
| +28% | +$6.85K | 0.01% | 317 |
|
|
2024
Q4 | $30.2K | Buy |
344
+2
| +0.6% | +$176 | 0.01% | 387 |
|
|
2024
Q3 | $28.6K | Buy |
342
+3
| +0.9% | +$251 | 0.01% | 440 |
|
|
2024
Q2 | $25.8K | Buy |
339
+3
| +0.9% | +$228 | 0.01% | 459 |
|
|
2024
Q1 | $24.1K | Buy |
+336
| New | +$24.1K | 0.01% | 513 |
|
|
2023
Q2 | – | Sell |
-76
| Closed | -$5.73K | – | 791 |
|
|
2023
Q1 | $5.73K | Hold |
76
| – | – | ﹤0.01% | 435 |
|
|
2022
Q4 | $5.82K | Buy |
76
+2
| +3% | +$153 | ﹤0.01% | 426 |
|
|
2022
Q3 | $6K | Hold |
74
| – | – | 0.01% | 423 |
|
|
2022
Q2 | $6K | Hold |
74
| – | – | 0.01% | 422 |
|
|
2022
Q1 | $6K | Hold |
74
| – | – | 0.01% | 403 |
|
|
2021
Q4 | $4.83K | Buy |
+74
| New | +$4.83K | ﹤0.01% | 406 |
|