Wellington Shields & Co’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
3,000
| – | – | 0.06% | 207 |
|
|
2025
Q1 | $214K | Hold |
3,000
| – | – | 0.07% | 204 |
|
|
2024
Q4 | $263K | Hold |
3,000
| – | – | 0.08% | 182 |
|
|
2024
Q3 | $251K | Hold |
3,000
| – | – | 0.08% | 194 |
|
|
2024
Q2 | $228K | Hold |
3,000
| – | – | 0.07% | 195 |
|
|
2024
Q1 | $215K | Hold |
3,000
| – | – | 0.07% | 201 |
|
|
2023
Q4 | $224K | Hold |
3,000
| – | – | 0.08% | 194 |
|
|
2023
Q3 | $204K | Hold |
3,000
| – | – | 0.05% | 194 |
|
|
2023
Q2 | $218K | Hold |
3,000
| – | – | 0.05% | 198 |
|
|
2023
Q1 | $227K | Hold |
3,000
| – | – | 0.05% | 198 |
|
|
2022
Q4 | $232K | Hold |
3,000
| – | – | 0.05% | 185 |
|
|
2022
Q3 | $225K | Hold |
3,000
| – | – | 0.1% | 179 |
|
|
2022
Q2 | $225K | Hold |
3,000
| – | – | 0.05% | 185 |
|
|
2022
Q1 | $252K | Buy |
+3,000
| New | +$252K | 0.08% | 185 |
|