Trivant Custom Portfolio Group’s Sempra SRE Stock Holding History

Trivant Custom Portfolio Group’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Sell
2025 Q1	$1.18M	Buy
2024 Q4	$1.43M	Sell
2024 Q3	$1.41M	Buy
2024 Q2	$1.27M	Sell
2024 Q1	$3M	Sell
2023 Q4	$3.19M	Sell
2023 Q3	$2.98M	Sell
2023 Q2	$3.22M	Buy
2023 Q1	$3.27M	Buy