A detailed history of Iht Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,636 shares of SRE stock, worth $759,622. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,636
Previous 5,551 55.58%
Holding current value
$759,622
Previous $422,000 71.09%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$74.97 - $84.04 $231,282 - $259,263
3,085 Added 55.58%
8,636 $722,000
Q2 2024

Aug 14, 2024

BUY
$66.41 - $78.4 $10,559 - $12,465
159 Added 2.95%
5,551 $422,000
Q1 2024

May 15, 2024

SELL
$69.24 - $76.96 $2,700 - $3,001
-39 Reduced 0.72%
5,392 $387,000
Q4 2023

Feb 14, 2024

BUY
$65.27 - $76.49 $26,760 - $31,360
410 Added 8.17%
5,431 $405,000
Q3 2023

Nov 14, 2023

BUY
$67.77 - $151.95 $170,712 - $382,762
2,519 Added 100.68%
5,021 $341,000
Q2 2023

Aug 14, 2023

BUY
$143.53 - $157.99 $39,614 - $43,605
276 Added 12.4%
2,502 $364,000
Q1 2023

May 15, 2023

BUY
$139.69 - $162.03 $24,725 - $28,679
177 Added 8.64%
2,226 $336,000
Q4 2022

Feb 14, 2023

BUY
$139.74 - $167.28 $7,825 - $9,367
56 Added 2.81%
2,049 $316,000
Q3 2022

Nov 22, 2022

BUY
$24.47 - $175.65 $48,768 - $350,070
1,993 New
1,993 $299,000
Q3 2021

Nov 15, 2021

SELL
$123.62 - $136.76 $292,608 - $323,710
-2,367 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$131.8 - $144.06 $13,180 - $14,406
100 Added 4.41%
2,367 $314,000
Q1 2021

May 18, 2021

BUY
$115.98 - $132.58 $30,734 - $35,133
265 Added 13.24%
2,267 $301,000
Q4 2020

Feb 17, 2021

BUY
$119.13 - $135.96 $31,807 - $36,301
267 Added 15.39%
2,002 $255,000
Q3 2020

Nov 19, 2020

BUY
$114.5 - $134.66 $198,657 - $233,635
1,735 New
1,735 $205,000
Q1 2020

May 13, 2020

SELL
$88.62 - $161.13 $135,145 - $245,723
-1,525 Closed
0 $0
Q4 2019

Feb 18, 2020

SELL
$141.17 - $152.03 $71,714 - $77,231
-508 Reduced 24.99%
1,525 $231,000
Q3 2019

Nov 15, 2019

BUY
$132.12 - $147.61 $268,599 - $300,091
2,033 New
2,033 $300,000
Q1 2019

May 16, 2019

SELL
$106.76 - $126.07 $239,569 - $282,901
-2,244 Closed
0 $0
Q4 2018

Feb 15, 2019

BUY
$107.27 - $118.49 $6,543 - $7,227
61 Added 2.79%
2,244 $243,000
Q3 2018

Nov 14, 2018

BUY
$111.06 - $118.87 $19,213 - $20,564
173 Added 8.61%
2,183 $248,000
Q2 2018

Aug 13, 2018

BUY
$100.71 - $117.19 $110,176 - $128,205
1,094 Added 119.43%
2,010 $233,000
Q3 2017

Nov 14, 2017

BUY
$113.01 - $120.06 $103,517 - $109,974
916
916 $103,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.6B
  • 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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