Von Berge Wealth Management Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
3,260
+6
| +0.2% | +$479 | 0.15% | 53 |
|
|
2025
Q1 | $243K | Buy |
3,254
+6
| +0.2% | +$447 | 0.16% | 51 |
|
|
2024
Q4 | $271K | Sell |
3,248
-96
| -3% | -$8K | 0.16% | 51 |
|
|
2024
Q3 | $295K | Sell |
3,344
-271
| -7% | -$23.9K | 0.18% | 49 |
|
|
2024
Q2 | $271K | Sell |
3,615
-499
| -12% | -$37.4K | 0.17% | 51 |
|
|
2024
Q1 | $296K | Hold |
4,114
| – | – | 0.19% | 48 |
|
|
2023
Q4 | $310K | Buy |
4,114
+1
| +0% | +$75 | 0.24% | 47 |
|
|
2023
Q3 | $280K | Buy |
4,113
+1
| +0% | +$68 | 0.24% | 47 |
|
|
2023
Q2 | $299K | Hold |
4,112
| – | – | 0.25% | 43 |
|
|
2023
Q1 | $308K | Hold |
4,112
| – | – | 0.27% | 42 |
|
|
2022
Q4 | $333K | Buy |
4,112
+2
| +0% | +$162 | 0.3% | 41 |
|
|
2022
Q3 | $303K | Buy |
4,110
+104
| +3% | +$7.67K | 0.32% | 42 |
|
|
2022
Q2 | $294K | Hold |
4,006
| – | – | 0.31% | 41 |
|
|
2022
Q1 | $343K | Hold |
4,006
| – | – | 0.31% | 39 |
|
|
2021
Q4 | $277K | Buy |
+4,006
| New | +$277K | 0.26% | 46 |
|