SPWG
Syntegra Private Wealth Group’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
5,594
+88
| +2% | +$6.67K | 0.04% | 110 |
|
|
2025
Q1 | $393K | Buy |
5,506
+102
| +2% | +$7.28K | 0.05% | 103 |
|
|
2024
Q4 | $474K | Buy |
5,404
+12
| +0.2% | +$1.05K | 0.05% | 85 |
|
|
2024
Q3 | $451K | Buy |
5,392
+7
| +0.1% | +$585 | 0.05% | 91 |
|
|
2024
Q2 | $410K | Buy |
5,385
+38
| +0.7% | +$2.89K | 0.05% | 90 |
|
|
2024
Q1 | $384K | Sell |
5,347
-844
| -14% | -$60.6K | 0.05% | 93 |
|
|
2023
Q4 | $463K | Sell |
6,191
-23
| -0.4% | -$1.72K | 0.07% | 68 |
|
|
2023
Q3 | $423K | Buy |
6,214
+3,107
| +100% | +$211K | 0.07% | 75 |
|
|
2023
Q2 | $452K | Hold |
3,107
| – | – | 0.07% | 75 |
|
|
2023
Q1 | $470K | Hold |
3,107
| – | – | 0.08% | 71 |
|
|
2022
Q4 | $480K | Buy |
+3,107
| New | +$480K | 0.1% | 59 |
|