SI
SimpliFi Inc’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
3,330
+30
| +0.9% | +$2.27K | 0.11% | 41 |
|
|
2025
Q1 | $235K | Buy |
3,300
+25
| +0.8% | +$1.78K | 0.11% | 41 |
|
|
2024
Q4 | $287K | Buy |
3,275
+24
| +0.7% | +$2.11K | 0.13% | 40 |
|
|
2024
Q3 | $272K | Buy |
3,251
+26
| +0.8% | +$2.17K | 0.12% | 39 |
|
|
2024
Q2 | $245K | Buy |
3,225
+29
| +0.9% | +$2.21K | 0.11% | 41 |
|
|
2024
Q1 | $230K | Buy |
3,196
+52
| +2% | +$3.74K | 0.11% | 38 |
|
|
2023
Q4 | $214K | Hold |
3,144
| – | – | 0.11% | 33 |
|
|
2023
Q3 | $214K | Buy |
3,144
+1,584
| +102% | +$108K | 0.11% | 33 |
|
|
2023
Q2 | $227K | Buy |
1,560
+12
| +0.8% | +$1.75K | 0.11% | 34 |
|
|
2023
Q1 | $234K | Buy |
1,548
+11
| +0.7% | +$1.66K | 0.12% | 32 |
|
|
2022
Q4 | $238K | Buy |
1,537
+12
| +0.8% | +$1.86K | 0.12% | 26 |
|
|
2022
Q3 | $229K | Buy |
1,525
+11
| +0.7% | +$1.65K | 0.12% | 28 |
|
|
2022
Q2 | $227K | Buy |
1,514
+10
| +0.7% | +$1.5K | 0.11% | 29 |
|
|
2022
Q1 | $253K | Buy |
+1,504
| New | +$253K | 0.12% | 31 |
|
|
2020
Q1 | – | Sell |
-1,398
| Closed | -$212K | – | 21 |
|
|
2019
Q4 | $212K | Buy |
+1,398
| New | +$212K | 0.12% | 20 |
|