RWA Wealth Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
2,970
| – | – | ﹤0.01% | 558 |
|
|
2025
Q1 | $212K | Sell |
2,970
-4,882
| -62% | -$348K | ﹤0.01% | 525 |
|
|
2024
Q4 | $689K | Sell |
7,852
-44
| -0.6% | -$3.86K | 0.01% | 376 |
|
|
2024
Q3 | $660K | Sell |
7,896
-54
| -0.7% | -$4.52K | 0.01% | 375 |
|
|
2024
Q2 | $605K | Buy |
7,950
+2,792
| +54% | +$212K | 0.01% | 370 |
|
|
2024
Q1 | $370K | Sell |
5,158
-2,944
| -36% | -$211K | 0.01% | 427 |
|
|
2023
Q4 | $605K | Buy |
+8,102
| New | +$605K | 0.01% | 358 |
|