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Trek Financial’s Sempra SRE Stock Holding History

Trek Financial’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
Q1 		– Sell
-31,858
Closed -$2.79M – 443
2024
Q4 		$2.79M Buy
+31,858
New +$2.79M 0.21% 123