Silvia McColl Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
9,136
+5
| +0.1% | +$379 | 0.5% | 44 |
|
|
2025
Q1 | $652K | Sell |
9,131
-19
| -0.2% | -$1.36K | 0.49% | 48 |
|
|
2024
Q4 | $803K | Sell |
9,150
-1,702
| -16% | -$149K | 0.6% | 41 |
|
|
2024
Q3 | $908K | Sell |
10,852
-1,795
| -14% | -$150K | 0.68% | 40 |
|
|
2024
Q2 | $962K | Sell |
12,647
-394
| -3% | -$30K | 0.8% | 31 |
|
|
2024
Q1 | $915K | Sell |
13,041
-1,260
| -9% | -$88.4K | 0.78% | 32 |
|
|
2023
Q4 | $1.07M | Buy |
14,301
+1,656
| +13% | +$124K | 0.96% | 24 |
|
|
2023
Q3 | $860K | Sell |
12,645
-2,913
| -19% | -$198K | 0.86% | 29 |
|
|
2023
Q2 | $1.13M | Buy |
15,558
+344
| +2% | +$25K | 1.05% | 23 |
|
|
2023
Q1 | $1.15M | Buy |
15,214
+6
| +0% | +$453 | 1.14% | 20 |
|
|
2022
Q4 | $1.18M | Buy |
+15,208
| New | +$1.18M | 1.15% | 23 |
|