TFC Financial Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17K | Buy |
55
+3
| +6% | +$227 | ﹤0.01% | 434 |
|
|
2025
Q1 | $3.71K | Hold |
52
| – | – | ﹤0.01% | 424 |
|
|
2024
Q4 | $4.56K | Hold |
52
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $4.35K | Hold |
52
| – | – | ﹤0.01% | 433 |
|
|
2024
Q2 | $3.96K | Sell |
52
-3
| -5% | -$228 | ﹤0.01% | 412 |
|
|
2024
Q1 | $3.95K | Buy |
55
+3
| +6% | +$216 | ﹤0.01% | 407 |
|
|
2023
Q4 | $3.89K | Buy |
52
+30
| +136% | +$2.24K | ﹤0.01% | 400 |
|
|
2023
Q3 | $1.5K | Sell |
22
-10
| -31% | -$680 | ﹤0.01% | 498 |
|
|
2023
Q2 | $2.33K | Sell |
32
-6
| -16% | -$437 | ﹤0.01% | 431 |
|
|
2023
Q1 | $2.87K | Buy |
38
+16
| +73% | +$1.21K | ﹤0.01% | 432 |
|
|
2022
Q4 | $1.7K | Hold |
22
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 420 |
|
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 436 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 559 |
|
|
2021
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 542 |
|
|
2020
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 526 |
|
|
2020
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 499 |
|