A detailed history of Concord Wealth Partners transactions in Sempra Energy stock. As of the latest transaction made, Concord Wealth Partners holds 240 shares of SRE stock, worth $20,911. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 238 0.84%
Holding current value
$20,911
Previous $18,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

BUY
$74.97 - $84.04 $149 - $168
2 Added 0.84%
240 $20,000
Q2 2024

Jul 31, 2024

SELL
$66.41 - $78.4 $10,160 - $11,995
-153 Reduced 39.13%
238 $18,000
Q1 2024

Apr 30, 2024

SELL
$69.24 - $76.96 $3,323 - $3,694
-48 Reduced 10.93%
391 $28,000
Q4 2023

Apr 30, 2024

SELL
$65.27 - $76.49 $8,158 - $9,561
-125 Reduced 22.16%
439 $32,000
Q4 2023

Feb 05, 2024

SELL
$65.27 - $76.49 $8,158 - $9,561
-125 Reduced 22.16%
439 $32,000
Q3 2023

Apr 30, 2024

BUY
$67.77 - $151.95 $8,471 - $18,993
125 Added 28.47%
564 $38,000
Q3 2023

Oct 25, 2023

BUY
$67.77 - $151.95 $27,582 - $61,843
407 Added 259.24%
564 $38,000
Q2 2023

Aug 07, 2023

BUY
$143.53 - $157.99 $4,162 - $4,581
29 Added 22.66%
157 $22,000
Q1 2023

Apr 26, 2023

BUY
$139.69 - $162.03 $13,130 - $15,230
94 Added 276.47%
128 $19,000
Q4 2022

Jan 27, 2023

BUY
$139.74 - $167.28 $4,751 - $5,687
34 New
34 $5,000
Q2 2022

Aug 04, 2022

BUY
$139.49 - $172.67 $11,438 - $14,158
82 Added 210.26%
121 $18,000
Q1 2022

Apr 20, 2022

BUY
$131.65 - $168.12 $1,579 - $2,017
12 Added 44.44%
39 $7,000
Q2 2021

Jul 29, 2021

SELL
$131.8 - $144.06 $527 - $576
-4 Reduced 12.9%
27 $4,000
Q1 2021

May 13, 2021

BUY
$115.98 - $132.58 $3,015 - $3,447
26 Added 520.0%
31 $4,000
Q4 2020

Feb 16, 2021

BUY
$119.13 - $135.96 $595 - $679
5 New
5 $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 $27.4B
  • 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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