SOA Wealth Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Hold |
195
| – | – | ﹤0.01% | 553 |
|
|
2025
Q1 | $13.9K | Sell |
195
-303
| -61% | -$21.7K | ﹤0.01% | 523 |
|
|
2024
Q4 | $43.7K | Hold |
498
| – | – | 0.01% | 346 |
|
|
2024
Q3 | $41.7K | Hold |
498
| – | – | 0.01% | 349 |
|
|
2024
Q2 | $37.9K | Hold |
498
| – | – | 0.01% | 343 |
|
|
2024
Q1 | $35.8K | Hold |
498
| – | – | 0.01% | 350 |
|
|
2023
Q4 | $37.2K | Hold |
498
| – | – | 0.01% | 332 |
|
|
2023
Q3 | $33.9K | Hold |
498
| – | – | 0.01% | 338 |
|
|
2023
Q2 | $36.3K | Sell |
498
-4
| -0.8% | -$291 | 0.01% | 331 |
|
|
2023
Q1 | $38K | Hold |
502
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $38.8K | Sell |
502
-14
| -3% | -$1.08K | 0.01% | 309 |
|
|
2022
Q3 | $38K | Sell |
516
-4
| -0.8% | -$295 | 0.01% | 296 |
|
|
2022
Q2 | $39K | Sell |
520
-592
| -53% | -$44.4K | 0.01% | 295 |
|
|
2022
Q1 | $93K | Hold |
1,112
| – | – | 0.02% | 238 |
|
|
2021
Q4 | $73K | Hold |
1,112
| – | – | 0.02% | 259 |
|
|
2021
Q3 | $70K | Buy |
1,112
+4
| +0.4% | +$252 | 0.02% | 270 |
|
|
2021
Q2 | $73K | Buy |
1,108
+392
| +55% | +$25.8K | 0.02% | 265 |
|
|
2021
Q1 | $47K | Sell |
716
-34
| -5% | -$2.23K | 0.01% | 280 |
|
|
2020
Q4 | $47K | Buy |
+750
| New | +$47K | 0.01% | 273 |
|