SA
SRE icon

Sovran Advisors’s Sempra SRE Stock Holding History

Sovran Advisors’s Portfolio SRE Stock Details SRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$277K Sell
3,727
-19
-0.5% -$1.41K 0.03% 416
2025
Q1 		$266K Buy
3,746
+368
+11% +$26.2K 0.03% 396
2024
Q4 		$264K Buy
+3,378
New +$264K 0.04% 361