Thurston Springer Miller Herd & Titak’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$760K Buy
10,036
+1,998
+25% +$151K 0.1% 198
2025
Q1
$574K Buy
8,038
+1,603
+25% +$114K 0.1% 180
2024
Q4
$564K Buy
6,435
+1,251
+24% +$110K 0.11% 169
2024
Q3
$433K Sell
5,184
-265
-5% -$22.2K 0.12% 174
2024
Q2
$414K Buy
+5,449
New +$414K 0.13% 160