A detailed history of Geo Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,042 shares of SRE stock, worth $192,499. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,042
Previous 2,134 4.31%
Holding current value
$192,499
Previous $162,000 4.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$74.97 - $84.04 $6,897 - $7,731
-92 Reduced 4.31%
2,042 $170,000
Q2 2024

Aug 12, 2024

BUY
$66.41 - $78.4 $47,018 - $55,507
708 Added 49.65%
2,134 $162,000
Q1 2024

May 15, 2024

SELL
$69.24 - $76.96 $98,736 - $109,744
-1,426 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$69.24 - $76.96 $58,853 - $65,415
850 Added 147.57%
1,426 $102,000
Q4 2023

Feb 13, 2024

BUY
$65.27 - $76.49 $37,595 - $44,058
576 New
576 $43,000
Q4 2019

Feb 13, 2020

SELL
$141.17 - $152.03 $368,171 - $396,494
-2,608 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$132.12 - $147.61 $344,568 - $384,966
2,608 New
2,608 $385,000

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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.