Sugarloaf Wealth Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.8K | Buy |
203
+1
| +0.5% | +$88 | ﹤0.01% | 416 |
|
|
2024
Q3 | $16.9K | Buy |
202
+146
| +261% | +$12.2K | ﹤0.01% | 440 |
|
|
2024
Q2 | $4.26K | Hold |
56
| – | – | ﹤0.01% | 544 |
|
|
2024
Q1 | $4.02K | Hold |
56
| – | – | ﹤0.01% | 550 |
|
|
2023
Q4 | $4.19K | Hold |
56
| – | – | ﹤0.01% | 557 |
|
|
2023
Q3 | $3.81K | Hold |
56
| – | – | ﹤0.01% | 557 |
|
|
2023
Q2 | $4.08K | Hold |
56
| – | – | ﹤0.01% | 564 |
|
|
2023
Q1 | $4.23K | Hold |
56
| – | – | ﹤0.01% | 559 |
|
|
2022
Q4 | $4.33K | Hold |
56
| – | – | ﹤0.01% | 597 |
|
|
2022
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 623 |
|
|
2022
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 630 |
|
|
2022
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 565 |
|
|
2021
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 619 |
|
|
2021
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 629 |
|
|
2021
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 622 |
|
|
2021
Q1 | $4 | Hold |
56
| – | – | ﹤0.01% | 615 |
|
|
2020
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 578 |
|
|
2020
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 589 |
|
|
2020
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 581 |
|
|
2020
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 574 |
|
|
2019
Q4 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 578 |
|