Triad Wealth Partners’s Sempra SRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,295	Closed	-$201K	–	222
2024 Q4	$201K	Buy	+2,295	New	+$201K	0.07%	172
2024 Q3	–	Sell	-1,688	Closed	-$128K	–	794
2024 Q2	$128K	Buy	+1,688	New	+$128K	0.07%	130