Goal Vest Advisory LLC Sempra Energy Transaction History

Goal Vest Advisory LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$69.24 - $76.96 $5,539 - $6,156	80 Added 66.67%	200 $14,000
Q4 2023 Jan 02, 2024	BUY	$65.27 - $76.49 $5,221 - $6,119	80 Added 200.0%	120 $8,000
Q3 2023 Oct 10, 2023	BUY	$67.77 - $151.95 $2,710 - $6,078	40 New	40 $2,000
Q2 2022 Jul 06, 2022	SELL	$139.49 - $172.67 $1,115 - $1,381	-8 Reduced 11.76%	60 $9,000
Q1 2022 May 03, 2022	BUY	$131.65 - $168.12 $8,952 - $11,432	68 New	68 $11,000

1,237

541M

652K

416K

Ticker SRE
Exchange NYSE
Sector Utilities
Industry Utilities—Diversified
Shares Outstandng 314,310,016
Market Cap $25.8B
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 ...

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

Stay updated on Goal Vest Advisory LLC with notifications on news.