A detailed history of Jfs Wealth Advisors, LLC transactions in Sempra Energy stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 214 shares of SRE stock, worth $18,609. This represents 0.0% of its overall portfolio holdings.

Number of Shares
214
Previous 209 2.39%
Holding current value
$18,609
Previous $15,000 13.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$74.97 - $84.04 $374 - $420
5 Added 2.39%
214 $17,000
Q2 2024

Jul 15, 2024

SELL
$66.41 - $78.4 $3,054 - $3,606
-46 Reduced 18.04%
209 $15,000
Q1 2024

Apr 30, 2024

SELL
$69.24 - $76.96 $11,355 - $12,621
-164 Reduced 39.14%
255 $18,000
Q4 2023

Feb 07, 2024

BUY
$65.27 - $76.49 $18,079 - $21,187
277 Added 195.07%
419 $31,000
Q3 2023

Nov 02, 2023

BUY
$67.77 - $151.95 $3,998 - $8,965
59 Added 71.08%
142 $9,000
Q1 2023

Apr 19, 2023

SELL
$139.69 - $162.03 $1,815 - $2,106
-13 Reduced 13.54%
83 $12,000
Q4 2022

Feb 13, 2023

BUY
$139.74 - $167.28 $558 - $669
4 Added 4.35%
96 $14,000
Q3 2022

Oct 21, 2022

BUY
$24.47 - $175.65 $440 - $3,161
18 Added 24.32%
92 $14,000
Q2 2022

Aug 02, 2022

BUY
$139.49 - $172.67 $278 - $345
2 Added 2.78%
74 $11,000
Q1 2022

May 02, 2022

BUY
$131.65 - $168.12 $3,422 - $4,371
26 Added 56.52%
72 $12,000
Q4 2021

Feb 03, 2022

BUY
$119.66 - $132.28 $2,991 - $3,307
25 Added 119.05%
46 $6,000
Q3 2021

Nov 09, 2021

BUY
$123.62 - $136.76 $2,596 - $2,871
21 New
21 $3,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.3B
  • 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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