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SGL Investment Advisors’s Sempra SRE Stock Holding History

SGL Investment Advisors’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,888
Closed -$654K – 119
2024
Q4 		$654K Buy
7,888
+41
+0.5% +$3.4K 0.33% 61
2024
Q3 		$710K Buy
+7,847
New +$710K 0.36% 58