A detailed history of Avion Wealth transactions in Sempra Energy stock. As of the latest transaction made, Avion Wealth holds 84 shares of SRE stock, worth $7,292. This represents 0.0% of its overall portfolio holdings.

Number of Shares
84
Previous 78 7.69%
Holding current value
$7,292
Previous $5,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

BUY
$74.97 - $84.04 $449 - $504
6 Added 7.69%
84 $7,000
Q2 2024

Jul 26, 2024

BUY
$66.41 - $78.4 $531 - $627
8 Added 11.43%
78 $5,000
Q4 2023

Jan 26, 2024

BUY
$65.27 - $76.49 $1,174 - $1,376
18 Added 34.62%
70 $5,000
Q3 2023

Oct 20, 2023

BUY
$67.77 - $151.95 $1,897 - $4,254
28 Added 116.67%
52 $3,000
Q2 2023

Jul 14, 2023

BUY
$143.53 - $157.99 $1,291 - $1,421
9 Added 60.0%
24 $3,000
Q1 2023

May 05, 2023

BUY
$139.69 - $162.03 $698 - $810
5 Added 50.0%
15 $2,000
Q3 2022

Oct 31, 2022

BUY
$24.47 - $175.65 $244 - $1,756
10 New
10 $1,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.3B
  • 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 Avion Wealth Portfolio

Follow Avion Wealth 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 Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.