Summit Wealth & Retirement Planning’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
+3,989
| New | +$302K | 0.08% | 76 |
|
|
2020
Q3 | – | Sell |
-7,182
| Closed | -$421K | – | 112 |
|
|
2020
Q2 | $421K | Buy |
7,182
+6
| +0.1% | +$352 | 0.2% | 81 |
|
|
2020
Q1 | $405K | Buy |
7,176
+4
| +0.1% | +$226 | 0.22% | 78 |
|
|
2019
Q4 | $543K | Buy |
7,172
+4
| +0.1% | +$303 | 0.24% | 78 |
|
|
2019
Q3 | $529K | Sell |
7,168
-546
| -7% | -$40.3K | 0.32% | 67 |
|
|
2019
Q2 | $530K | Buy |
7,714
+6
| +0.1% | +$412 | 0.31% | 73 |
|
|
2019
Q1 | $485K | Sell |
7,708
-1,008
| -12% | -$63.4K | 0.29% | 81 |
|
|
2018
Q4 | $471K | Buy |
+8,716
| New | +$471K | 0.36% | 65 |
|