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Sierra Ocean’s Sempra SRE Stock Holding History

Sierra Ocean’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$218K Sell
2,879
-50
-2% -$3.79K 0.16% 64
2025
Q1 		$209K Buy
2,929
+18
+0.6% +$1.29K 0.17% 64
2024
Q4 		$255K Buy
+2,911
New +$255K 0.21% 52