Simon Quick Advisors’s Sempra SRE Stock Holding History

Simon Quick Advisors’s Portfolio SRE Stock Details SRE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$342K	Buy
2025 Q1	–	Sell
2024 Q4	$231K	Buy
2020 Q2	–	Sell
2020 Q1	$3K	Sell
2019 Q4	$11K	Buy
2018 Q3	–	Sell
2018 Q2	$5K	Buy