TritonPoint Wealth’s Sempra SRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
5,999
+132
+2% +$10.1K 0.04% 229
2025
Q1
$423K Sell
5,867
-1,137
-16% -$82K 0.04% 233
2024
Q4
$615K Buy
+7,004
New +$615K 0.06% 188