Syntegra Private Wealth Group’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$505K Buy
2025
Q2
$424K Buy
2025
Q1
$393K Buy
2024
Q4
$474K Buy
2024
Q3
$451K Buy
2024
Q2
$410K Buy
2024
Q1
$384K Sell
2023
Q4
$463K Sell
2023
Q3
$423K Hold
2023
Q2
$452K Hold
2023
Q1
$470K Hold
2022
Q4
$480K Buy