Wolff Wiese Magana’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Buy |
204
+10
| +5% | +$758 | 0.01% | 333 |
|
|
2025
Q1 | $13.8K | Buy |
194
+184
| +1,840% | +$13.1K | 0.01% | 350 |
|
|
2024
Q4 | $878 | Hold |
10
| – | – | ﹤0.01% | 836 |
|
|
2024
Q3 | $837 | Hold |
10
| – | – | ﹤0.01% | 872 |
|
|
2024
Q2 | $761 | Hold |
10
| – | – | ﹤0.01% | 665 |
|
|
2024
Q1 | $719 | Buy |
10
+5
| +100% | +$360 | ﹤0.01% | 608 |
|
|
2023
Q4 | $374 | Hold |
5
| – | – | ﹤0.01% | 647 |
|
|
2023
Q3 | $341 | Sell |
5
-69
| -93% | -$4.71K | ﹤0.01% | 731 |
|
|
2023
Q2 | $5.39K | Sell |
74
-72
| -49% | -$5.24K | ﹤0.01% | 432 |
|
|
2023
Q1 | $11K | Sell |
146
-20
| -12% | -$1.51K | 0.01% | 330 |
|
|
2022
Q4 | $12.8K | Buy |
166
+6
| +4% | +$464 | 0.01% | 310 |
|
|
2022
Q3 | $12K | Hold |
160
| – | – | 0.01% | 478 |
|
|
2022
Q2 | $12K | Sell |
160
-16
| -9% | -$1.2K | 0.01% | 508 |
|
|
2022
Q1 | $15K | Hold |
176
| – | – | 0.01% | 485 |
|
|
2021
Q4 | $12K | Buy |
176
+26
| +17% | +$1.77K | 0.01% | 519 |
|
|
2021
Q3 | $9K | Buy |
150
+10
| +7% | +$600 | 0.01% | 540 |
|
|
2021
Q2 | $9K | Buy |
140
+44
| +46% | +$2.83K | 0.01% | 542 |
|
|
2021
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 566 |
|
|
2020
Q4 | $6K | Buy |
+96
| New | +$6K | 0.01% | 518 |
|