Sowell Financial Services’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
18,860
-418
| -2% | -$31.7K | 0.06% | 332 |
|
|
2025
Q1 | $1.38M | Sell |
19,278
-197
| -1% | -$14.1K | 0.06% | 305 |
|
|
2024
Q4 | $1.71M | Buy |
19,475
+2,462
| +14% | +$216K | 0.09% | 238 |
|
|
2024
Q3 | $1.43M | Sell |
17,013
-2,471
| -13% | -$208K | 0.07% | 290 |
|
|
2024
Q2 | $1.49M | Buy |
19,484
+218
| +1% | +$16.7K | 0.07% | 273 |
|
|
2024
Q1 | $1.4M | Sell |
19,266
-2,359
| -11% | -$171K | 0.07% | 294 |
|
|
2023
Q4 | $1.63M | Buy |
21,625
+330
| +2% | +$24.9K | 0.09% | 250 |
|
|
2023
Q3 | $1.46M | Buy |
21,295
+297
| +1% | +$20.4K | 0.09% | 245 |
|
|
2023
Q2 | $1.53M | Buy |
20,998
+4,538
| +28% | +$330K | 0.09% | 265 |
|
|
2023
Q1 | $1.24M | Buy |
+16,460
| New | +$1.24M | 0.1% | 256 |
|
|
2021
Q2 | – | Sell |
-19,804
| Closed | -$1.35M | – | 2427 |
|
|
2021
Q1 | $1.35M | Buy |
19,804
+1,910
| +11% | +$130K | 0.05% | 333 |
|
|
2020
Q4 | $1.14M | Buy |
17,894
+648
| +4% | +$41.3K | 0.05% | 301 |
|
|
2020
Q3 | $1.02M | Sell |
17,246
-134
| -0.8% | -$7.93K | 0.05% | 294 |
|
|
2020
Q2 | $1.02M | Buy |
17,380
+868
| +5% | +$50.9K | 0.06% | 270 |
|
|
2020
Q1 | $933K | Buy |
16,512
+2,638
| +19% | +$149K | 0.07% | 261 |
|
|
2019
Q4 | $1.05M | Sell |
13,874
-2,696
| -16% | -$204K | 0.08% | 253 |
|
|
2019
Q3 | $1.22M | Buy |
+16,570
| New | +$1.22M | 0.1% | 214 |
|
|
2019
Q1 | $1.04M | Sell |
16,538
-1,818
| -10% | -$114K | 0.12% | 192 |
|
|
2018
Q4 | $993K | Buy |
18,356
+68
| +0.4% | +$3.68K | 0.14% | 161 |
|
|
2018
Q3 | $1.04M | Hold |
18,288
| – | – | 0.15% | 115 |
|
|
2018
Q2 | $1.05M | Buy |
18,288
+6
| +0% | +$345 | 0.22% | 108 |
|
|
2018
Q1 | $1.02M | Sell |
18,282
-1,788
| -9% | -$99.4K | 0.25% | 94 |
|
|
2017
Q4 | $1.06M | Buy |
20,070
+128
| +0.6% | +$6.79K | 0.26% | 90 |
|
|
2017
Q3 | $1.16M | Buy |
19,942
+692
| +4% | +$40.4K | 0.3% | 74 |
|
|
2017
Q2 | $1.13M | Buy |
19,250
+718
| +4% | +$42.2K | 0.32% | 69 |
|
|
2017
Q1 | $1.05M | Buy |
18,532
+6,210
| +50% | +$353K | 0.31% | 75 |
|
|
2016
Q4 | $643K | Buy |
+12,322
| New | +$643K | 0.22% | 103 |
|