Wedmont Private Capital’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
5,700
+398
| +8% | +$29.6K | 0.02% | 478 |
|
|
2025
Q1 | $362K | Sell |
5,302
-800
| -13% | -$54.6K | 0.02% | 466 |
|
|
2024
Q4 | $480K | Buy |
6,102
+386
| +7% | +$30.4K | 0.03% | 385 |
|
|
2024
Q3 | $466K | Buy |
5,716
+318
| +6% | +$25.9K | 0.03% | 374 |
|
|
2024
Q2 | $416K | Buy |
5,398
+655
| +14% | +$50.5K | 0.03% | 395 |
|
|
2024
Q1 | $340K | Sell |
4,743
-960
| -17% | -$68.8K | 0.02% | 423 |
|
|
2023
Q4 | $439K | Buy |
5,703
+957
| +20% | +$73.6K | 0.04% | 336 |
|
|
2023
Q3 | $325K | Sell |
4,746
-254
| -5% | -$17.4K | 0.03% | 350 |
|
|
2023
Q2 | $371K | Buy |
5,000
+326
| +7% | +$24.2K | 0.04% | 326 |
|
|
2023
Q1 | $363K | Sell |
4,674
-184
| -4% | -$14.3K | 0.05% | 288 |
|
|
2022
Q4 | $375K | Sell |
4,858
-20
| -0.4% | -$1.55K | 0.06% | 279 |
|
|
2022
Q3 | $366K | Buy |
4,878
+1,740
| +55% | +$131K | 0.07% | 211 |
|
|
2022
Q2 | $236K | Buy |
3,138
+350
| +13% | +$26.3K | 0.05% | 287 |
|
|
2022
Q1 | $232K | Buy |
+2,788
| New | +$232K | 0.05% | 286 |
|