A detailed history of Independent Advisor Alliance transactions in Sempra Energy stock. As of the latest transaction made, Independent Advisor Alliance holds 6,441 shares of SRE stock, worth $609,898. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,441
Previous 6,915 6.85%
Holding current value
$609,898
Previous $525,000 2.48%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$74.97 - $84.04 $35,535 - $39,834
-474 Reduced 6.85%
6,441 $538,000
Q2 2024

Aug 12, 2024

BUY
$66.41 - $78.4 $87,727 - $103,566
1,321 Added 23.61%
6,915 $525,000
Q1 2024

May 08, 2024

BUY
$69.24 - $76.96 $30,881 - $34,324
446 Added 8.66%
5,594 $401,000
Q4 2023

Feb 08, 2024

SELL
$65.27 - $76.49 $36,681 - $42,987
-562 Reduced 9.84%
5,148 $384,000
Q3 2023

Oct 24, 2023

BUY
$67.77 - $151.95 $131,270 - $294,327
1,937 Added 51.34%
5,710 $388,000
Q2 2023

Jul 28, 2023

SELL
$143.53 - $157.99 $71,334 - $78,521
-497 Reduced 11.64%
3,773 $549,000
Q1 2023

May 12, 2023

BUY
$139.69 - $162.03 $596,476 - $691,868
4,270 New
4,270 $645,000
Q3 2022

Nov 04, 2022

BUY
$24.47 - $175.65 $8,564 - $61,477
350 Added 10.76%
3,604 $540,000
Q2 2022

Aug 04, 2022

BUY
$139.49 - $172.67 $129,865 - $160,755
931 Added 40.08%
3,254 $489,000
Q1 2022

May 06, 2022

BUY
$131.65 - $168.12 $305,822 - $390,542
2,323 New
2,323 $391,000
Q1 2021

May 14, 2021

SELL
$115.98 - $132.58 $287,398 - $328,533
-2,478 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$119.13 - $135.96 $38,002 - $43,371
319 Added 14.78%
2,478 $316,000
Q3 2020

Nov 04, 2020

BUY
$114.5 - $134.66 $247,205 - $290,730
2,159 New
2,159 $256,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $29.8B
  • 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 ...
More about SRE
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