SWP Financial’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
15,313
| – | – | 0.64% | 34 |
|
|
2025
Q1 | $1.09M | Hold |
15,313
| – | – | 0.67% | 33 |
|
|
2024
Q4 | $1.34M | Hold |
15,313
| – | – | 0.81% | 28 |
|
|
2024
Q3 | $1.28M | Hold |
15,313
| – | – | 0.78% | 21 |
|
|
2024
Q2 | $1.16M | Hold |
15,313
| – | – | 0.77% | 20 |
|
|
2024
Q1 | $1.1M | Hold |
15,313
| – | – | 0.77% | 21 |
|
|
2023
Q4 | $1.14M | Buy |
+15,313
| New | +$1.14M | 0.89% | 21 |
|