Soltis Investment Advisors’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
+2,845
New +$216K 0.02% 373
2025
Q1
Sell
-2,515
Closed -$221K 388
2024
Q4
$221K Buy
+2,515
New +$221K 0.02% 341