Values First Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-290
| Closed | -$25.5K | – | 227 |
|
|
2024
Q4 | $25.5K | Sell |
290
-676
| -70% | -$59.3K | 0.01% | 207 |
|
|
2024
Q3 | $80.8K | Buy |
+966
| New | +$80.8K | 0.04% | 203 |
|
|
2023
Q2 | – | Sell |
-278
| Closed | -$20.9K | – | 340 |
|
|
2023
Q1 | $20.9K | Buy |
+278
| New | +$20.9K | 0.01% | 213 |
|