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Synergy Investment Management’s Sempra SRE Stock Holding History

Synergy Investment Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-44
Closed -$3.14K – 505
2025
Q1 		$3.14K Sell
44
-283
-87% -$20.2K ﹤0.01% 503
2024
Q4 		$28.7K Buy
+327
New +$28.7K 0.01% 287