A detailed history of Avantax Advisory Services, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 64,683 shares of SRE stock, worth $6.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
64,683
Previous 65,540 1.31%
Holding current value
$6.01 Million
Previous $4.98 Million 8.53%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024

SELL
$74.97 - $84.04 $64,249 - $72,022
-857 Reduced 1.31%
64,683 $5.41 Million
Q2 2024

Aug 09, 2024

BUY
$66.41 - $78.4 $3.9 Million - $4.61 Million
58,764 Added 867.24%
65,540 $4.98 Million
Q1 2024

May 08, 2024

SELL
$69.24 - $76.96 $117,431 - $130,524
-1,696 Reduced 20.02%
6,776 $486,000
Q4 2023

Feb 07, 2024

SELL
$65.27 - $76.49 $118,203 - $138,523
-1,811 Reduced 17.61%
8,472 $633,000
Q3 2023

Nov 07, 2023

BUY
$67.77 - $151.95 $325,296 - $729,360
4,800 Added 87.54%
10,283 $699,000
Q2 2023

Aug 11, 2023

SELL
$143.53 - $157.99 $37,174 - $40,919
-259 Reduced 4.51%
5,483 $798,000
Q1 2023

Apr 28, 2023

BUY
$139.69 - $162.03 $57,412 - $66,594
411 Added 7.71%
5,742 $867,000
Q4 2022

Feb 13, 2023

BUY
$139.74 - $167.28 $698 - $836
5 Added 0.09%
5,331 $823,000
Q3 2022

Nov 01, 2022

BUY
$24.47 - $175.65 $26,721 - $191,809
1,092 Added 25.79%
5,326 $799,000
Q2 2022

Aug 02, 2022

BUY
$139.49 - $172.67 $15,901 - $19,684
114 Added 2.77%
4,234 $636,000
Q1 2022

Apr 27, 2022

SELL
$131.65 - $168.12 $6,845 - $8,742
-52 Reduced 1.25%
4,120 $692,000
Q4 2021

Jan 24, 2022

SELL
$119.66 - $132.28 $177,336 - $196,038
-1,482 Reduced 26.21%
4,172 $552,000
Q3 2021

Oct 21, 2021

BUY
$123.62 - $136.76 $60,450 - $66,875
489 Added 9.47%
5,654 $717,000
Q2 2021

Jul 29, 2021

BUY
$131.8 - $144.06 $15,947 - $17,431
121 Added 2.4%
5,165 $687,000
Q1 2021

May 13, 2021

SELL
$115.98 - $132.58 $811 - $928
-7 Reduced 0.14%
5,044 $671,000
Q4 2020

Jan 22, 2021

SELL
$119.13 - $135.96 $153,677 - $175,388
-1,290 Reduced 20.34%
5,051 $643,000
Q3 2020

Oct 14, 2020

BUY
$114.5 - $134.66 $726,044 - $853,879
6,341 New
6,341 $751,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.2B
  • 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
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