Williamson Legacy 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 | $283K | Sell |
3,739
-63
| -2% | -$4.77K | 0.24% | 95 |
|
|
2025
Q1 | $271K | Sell |
3,802
-105
| -3% | -$7.49K | 0.26% | 95 |
|
|
2024
Q4 | $343K | Hold |
3,907
| – | – | 0.23% | 96 |
|
|
2024
Q3 | $327K | Hold |
3,907
| – | – | 0.22% | 93 |
|
|
2024
Q2 | $297K | Sell |
3,907
-67
| -2% | -$5.1K | 0.22% | 83 |
|
|
2024
Q1 | $285K | Sell |
3,974
-207
| -5% | -$14.9K | 0.22% | 77 |
|
|
2023
Q4 | $312K | Buy |
+4,181
| New | +$312K | 0.29% | 76 |
|