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Sound View Wealth Advisors Group’s Sempra SRE Stock Holding History

Sound View Wealth Advisors Group’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$274K Buy
3,618
+339
+10% +$25.7K 0.02% 360
2025
Q1 		$234K Sell
3,279
-505
-13% -$36K 0.02% 374
2024
Q4 		$332K Buy
3,784
+496
+15% +$43.5K 0.03% 326
2024
Q3 		$275K Buy
+3,288
New +$275K 0.02% 349