West Wealth 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 | $819K | Buy |
10,095
+167
| +2% | +$13.6K | 0.2% | 39 |
|
|
2025
Q1 | $710K | Sell |
9,928
-476
| -5% | -$34.1K | 0.21% | 38 |
|
|
2024
Q4 | $913K | Sell |
10,404
-820
| -7% | -$71.9K | 0.27% | 32 |
|
|
2024
Q3 | $939K | Buy |
11,224
+90
| +0.8% | +$7.53K | 0.3% | 31 |
|
|
2024
Q2 | $847K | Buy |
11,134
+100
| +0.9% | +$7.61K | 0.3% | 33 |
|
|
2024
Q1 | $793K | Buy |
11,034
+87
| +0.8% | +$6.25K | 0.29% | 37 |
|
|
2023
Q4 | $818K | Buy |
10,947
+92
| +0.8% | +$6.88K | 0.32% | 31 |
|
|
2023
Q3 | $738K | Buy |
10,855
+87
| +0.8% | +$5.92K | 0.32% | 32 |
|
|
2023
Q2 | $784K | Buy |
10,768
+82
| +0.8% | +$5.97K | 0.33% | 28 |
|
|
2023
Q1 | $808K | Buy |
10,686
+76
| +0.7% | +$5.74K | 0.37% | 20 |
|
|
2022
Q4 | $820K | Buy |
10,610
+84
| +0.8% | +$6.49K | 0.41% | 24 |
|
|
2022
Q3 | $789K | Buy |
10,526
+80
| +0.8% | +$6K | 0.4% | 29 |
|
|
2022
Q2 | $785K | Buy |
10,446
+68
| +0.7% | +$5.11K | 0.36% | 29 |
|
|
2022
Q1 | $872K | Buy |
10,378
+84
| +0.8% | +$7.06K | 0.35% | 26 |
|
|
2021
Q4 | $680K | Buy |
+10,294
| New | +$680K | 0.26% | 27 |
|