A detailed history of Confluence Wealth Services, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,518 shares of SRE stock, worth $237,371. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,518
Holding current value
$237,371
% of portfolio
0.02%

Shares

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

Oct 29, 2024

BUY
$74.97 - $84.04 $188,774 - $211,612
2,518 New
2,518 $210,000
Q1 2024

Apr 22, 2024

SELL
$69.24 - $76.96 $7,616 - $8,465
-110 Reduced 3.53%
3,008 $216,000
Q4 2023

Jan 25, 2024

SELL
$65.27 - $76.49 $17,753 - $20,805
-272 Reduced 8.02%
3,118 $233,000
Q3 2023

Nov 01, 2023

BUY
$67.77 - $151.95 $119,546 - $268,039
1,764 Added 108.49%
3,390 $230,000
Q2 2023

Aug 01, 2023

BUY
$143.53 - $157.99 $861 - $947
6 Added 0.37%
1,626 $236,000
Q3 2022

Nov 08, 2022

SELL
$24.47 - $175.65 $24,470 - $175,650
-1,000 Reduced 38.17%
1,620 $242,000
Q2 2022

Aug 15, 2022

SELL
$139.49 - $172.67 $10,461 - $12,950
-75 Reduced 2.78%
2,620 $429,000
Q1 2022

Apr 26, 2022

SELL
$131.65 - $168.12 $658 - $840
-5 Reduced 0.19%
2,695 $453,000
Q4 2021

Feb 10, 2022

BUY
$119.66 - $132.28 $323,082 - $357,156
2,700 New
2,700 $357,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.6B
  • 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
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