Wealth Enhancement Advisory Services’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
253,268
+79,860
| +46% | +$6M | 0.03% | 431 |
|
|
2025
Q1 | $12.4M | Buy |
173,408
+13,433
| +8% | +$959K | 0.02% | 518 |
|
|
2024
Q4 | $14M | Buy |
159,975
+17,974
| +13% | +$1.58M | 0.03% | 469 |
|
|
2024
Q3 | $11.9M | Buy |
142,001
+6,380
| +5% | +$534K | 0.03% | 473 |
|
|
2024
Q2 | $10.3M | Buy |
135,621
+12,346
| +10% | +$939K | 0.02% | 481 |
|
|
2024
Q1 | $8.85M | Buy |
123,275
+13,986
| +13% | +$1M | 0.02% | 511 |
|
|
2023
Q4 | $8.17M | Buy |
109,289
+37,338
| +52% | +$2.79M | 0.02% | 482 |
|
|
2023
Q3 | $4.89M | Buy |
+71,951
| New | +$4.89M | 0.02% | 587 |
|
|
2023
Q2 | – | Sell |
-99,514
| Closed | -$7.52M | – | 566 |
|
|
2023
Q1 | $7.52M | Buy |
+99,514
| New | +$7.52M | 0.09% | 106 |
|
|
2019
Q1 | – | Sell |
-29,170
| Closed | -$1.64M | – | 214 |
|
|
2018
Q4 | $1.64M | Buy |
+29,170
| New | +$1.64M | 0.1% | 78 |
|