A detailed history of Abound Wealth Management transactions in Sempra Energy stock. As of the latest transaction made, Abound Wealth Management holds 146 shares of SRE stock, worth $13,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
146
Previous 148 1.35%
Holding current value
$13,763
Previous $11.3 Million 8.47%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$74.97 - $84.04 $149 - $168
-2 Reduced 1.35%
146 $12.2 Million
Q2 2024

Aug 09, 2024

BUY
$66.41 - $78.4 $664 - $784
10 Added 7.25%
148 $11.3 Million
Q4 2023

Aug 08, 2024

SELL
$65.27 - $76.49 $1,044 - $1,223
-16 Reduced 10.39%
138 $10.3 Million
Q3 2023

Aug 08, 2024

BUY
$67.77 - $151.95 $5,828 - $13,067
86 Added 126.47%
154 $10.5 Million
Q2 2023

Aug 08, 2024

BUY
$143.53 - $157.99 $3,014 - $3,317
21 Added 44.68%
68 $9.92 Million
Q1 2023

Aug 07, 2024

BUY
$139.69 - $162.03 $6,565 - $7,615
47 New
47 $7.12 Million
Q4 2022

Aug 07, 2024

BUY
$139.74 - $167.28 $4,611 - $5,520
33 Added 235.71%
47 $7.28 Million
Q3 2022

Aug 07, 2024

SELL
$24.47 - $175.65 $807 - $5,796
-33 Reduced 70.21%
14 $2.12 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.6B
  • Description
  • Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that ...
More about SRE
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.