RDFA
Ritter Daniher Financial Advisory’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9K | Hold |
500
| – | – | 0.01% | 195 |
|
|
2025
Q1 | $35.7K | Hold |
500
| – | – | 0.01% | 186 |
|
|
2024
Q4 | $43.9K | Hold |
500
| – | – | 0.01% | 171 |
|
|
2024
Q3 | $41.8K | Hold |
500
| – | – | 0.01% | 172 |
|
|
2024
Q2 | $38K | Sell |
500
-100
| -17% | -$7.61K | 0.01% | 174 |
|
|
2024
Q1 | $43.1K | Hold |
600
| – | – | 0.01% | 158 |
|
|
2023
Q4 | $44.8K | Sell |
600
-300
| -33% | -$22.4K | 0.02% | 157 |
|
|
2023
Q3 | $61.2K | Buy |
900
+550
| +157% | +$37.4K | 0.03% | 131 |
|
|
2023
Q2 | $51K | Hold |
350
| – | – | 0.02% | 136 |
|
|
2023
Q1 | $52.9K | Hold |
350
| – | – | 0.02% | 132 |
|
|
2022
Q4 | $54.1K | Sell |
350
-36
| -9% | -$5.56K | 0.03% | 140 |
|
|
2022
Q3 | $58K | Hold |
386
| – | – | 0.04% | 114 |
|
|
2022
Q2 | $58K | Hold |
386
| – | – | 0.04% | 105 |
|
|
2022
Q1 | $65K | Hold |
386
| – | – | 0.04% | 102 |
|
|
2021
Q4 | $51K | Hold |
386
| – | – | 0.03% | 104 |
|
|
2021
Q3 | $49K | Hold |
386
| – | – | 0.04% | 111 |
|
|
2021
Q2 | $51K | Hold |
386
| – | – | 0.04% | 100 |
|
|
2021
Q1 | $51K | Hold |
386
| – | – | 0.04% | 93 |
|
|
2020
Q4 | $49K | Buy |
+386
| New | +$49K | 0.04% | 94 |
|