Waverly Advisors’s Sempra SRE Stock Holding History

Waverly Advisors’s Portfolio SRE Stock Details SRE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$324K	Buy
2025 Q2	$263K	Buy
2025 Q1	$247K	Buy
2024 Q4	$286K	Buy
2014 Q4	–	Sell
2014 Q3	$119K	Hold
2014 Q2	$118K	Hold
2014 Q1	$109K	Sell
2013 Q4	$103K	Buy
2013 Q3	$2K	Buy