Spire Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Sell |
659
-367
| -36% | -$27.8K | ﹤0.01% | 1191 |
|
|
2025
Q1 | $73.2K | Buy |
1,026
+317
| +45% | +$22.6K | ﹤0.01% | 1158 |
|
|
2024
Q4 | $62.2K | Buy |
709
+215
| +44% | +$18.9K | ﹤0.01% | 1200 |
|
|
2024
Q3 | $41.3K | Sell |
494
-105
| -18% | -$8.78K | ﹤0.01% | 1192 |
|
|
2024
Q2 | $45.6K | Sell |
599
-27
| -4% | -$2.06K | ﹤0.01% | 1152 |
|
|
2024
Q1 | $44.9K | Sell |
626
-255
| -29% | -$18.3K | ﹤0.01% | 1254 |
|
|
2023
Q4 | $64.2K | Buy |
881
+469
| +114% | +$34.2K | ﹤0.01% | 1119 |
|
|
2023
Q3 | $28K | Sell |
412
-32
| -7% | -$2.18K | ﹤0.01% | 1381 |
|
|
2023
Q2 | $32.3K | Sell |
444
-140
| -24% | -$10.2K | ﹤0.01% | 1386 |
|
|
2023
Q1 | $44.2K | Buy |
584
+242
| +71% | +$18.3K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $26K | Hold |
342
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q3 | $26K | Sell |
342
-3,054
| -90% | -$232K | ﹤0.01% | 1228 |
|
|
2022
Q2 | $255K | Buy |
3,396
+1,910
| +129% | +$143K | 0.01% | 680 |
|
|
2022
Q1 | $125K | Sell |
1,486
-2,732
| -65% | -$230K | ﹤0.01% | 1088 |
|
|
2021
Q4 | $279K | Buy |
4,218
+2,612
| +163% | +$173K | 0.01% | 943 |
|
|
2021
Q3 | $102K | Sell |
1,606
-420
| -21% | -$26.7K | ﹤0.01% | 1189 |
|
|
2021
Q2 | $135K | Sell |
2,026
-1,856
| -48% | -$124K | ﹤0.01% | 1082 |
|
|
2021
Q1 | $257K | Buy |
+3,882
| New | +$257K | 0.01% | 953 |
|