Spirit of America Management Corp’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
17,150
+850
| +5% | +$64.4K | 0.27% | 94 |
|
|
2025
Q1 | $1.16M | Buy |
16,300
+2,350
| +17% | +$168K | 0.24% | 99 |
|
|
2024
Q4 | $1.22M | Buy |
13,950
+1,900
| +16% | +$167K | 0.25% | 98 |
|
|
2024
Q3 | $1.01M | Buy |
12,050
+1,300
| +12% | +$109K | 0.2% | 113 |
|
|
2024
Q2 | $818K | Buy |
10,750
+500
| +5% | +$38K | 0.17% | 118 |
|
|
2024
Q1 | $736K | Buy |
10,250
+200
| +2% | +$14.4K | 0.15% | 126 |
|
|
2023
Q4 | $751K | Hold |
10,050
| – | – | 0.16% | 125 |
|
|
2023
Q3 | $684K | Buy |
10,050
+2,750
| +38% | +$187K | 0.15% | 115 |
|
|
2023
Q2 | $531K | Buy |
7,300
+4,100
| +128% | +$298K | 0.12% | 135 |
|
|
2023
Q1 | $242K | Buy |
+3,200
| New | +$242K | 0.05% | 179 |
|