Stanley-Laman Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,847
| Closed | -$601K | – | 306 |
|
2024
Q4 | $601K | Sell |
6,847
-6
| -0.1% | -$526 | 0.08% | 187 |
|
2024
Q3 | $573K | Buy |
6,853
+116
| +2% | +$9.7K | 0.08% | 193 |
|
2024
Q2 | $512K | Buy |
6,737
+95
| +1% | +$7.23K | 0.07% | 185 |
|
2024
Q1 | $477K | Buy |
6,642
+291
| +5% | +$20.9K | 0.07% | 188 |
|
2023
Q4 | $475K | Buy |
+6,351
| New | +$475K | 0.07% | 182 |
|
2022
Q4 | – | Sell |
-3,010
| Closed | -$226K | – | 241 |
|
2022
Q3 | $226K | Hold |
3,010
| – | – | 0.04% | 206 |
|
2022
Q2 | $226K | Buy |
+3,010
| New | +$226K | 0.04% | 234 |
|