Sumitomo Mitsui Financial Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,400
| Closed | -$109K | – | 152 |
|
|
2022
Q4 | $109K | Buy |
+1,400
| New | +$109K | ﹤0.01% | 132 |
|
|
2022
Q1 | – | Sell |
-160
| Closed | -$11K | – | 171 |
|
|
2021
Q4 | $11K | Buy |
+160
| New | +$11K | ﹤0.01% | 158 |
|
|
2020
Q1 | – | Sell |
-6,000
| Closed | -$453K | – | 120 |
|
|
2019
Q4 | $453K | Buy |
6,000
+690
| +13% | +$52.1K | 0.04% | 75 |
|
|
2019
Q3 | $384K | Buy |
5,310
+5,130
| +2,850% | +$371K | 0.03% | 71 |
|
|
2019
Q2 | $12K | Sell |
180
-576
| -76% | -$38.4K | ﹤0.01% | 97 |
|
|
2019
Q1 | $47K | Buy |
+756
| New | +$47K | ﹤0.01% | 91 |
|