A detailed history of Soa Wealth Advisors, Llc. transactions in Sempra Energy stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 498 shares of SRE stock, worth $43,231. This represents 0.01% of its overall portfolio holdings.

Number of Shares
498
Previous 498 -0.0%
Holding current value
$43,231
Previous $41,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023

BUY
$67.77 - $151.95 $16,874 - $37,835
249 Added 100.0%
498 $33,000
Q2 2023

Jul 07, 2023

SELL
$143.53 - $157.99 $287 - $315
-2 Reduced 0.8%
249 $36,000
Q4 2022

Jan 10, 2023

SELL
$139.74 - $167.28 $978 - $1,170
-7 Reduced 2.71%
251 $0
Q3 2022

Oct 07, 2022

SELL
$24.47 - $175.65 $48 - $351
-2 Reduced 0.77%
258 $38,000
Q2 2022

Jul 13, 2022

SELL
$139.49 - $172.67 $41,289 - $51,110
-296 Reduced 53.24%
260 $39,000
Q3 2021

Oct 12, 2021

BUY
$123.62 - $136.76 $247 - $273
2 Added 0.36%
556 $70,000
Q2 2021

Jul 14, 2021

BUY
$131.8 - $144.06 $25,832 - $28,235
196 Added 54.75%
554 $73,000
Q1 2021

Apr 26, 2021

SELL
$115.98 - $132.58 $1,971 - $2,253
-17 Reduced 4.53%
358 $47,000
Q4 2020

Mar 10, 2021

BUY
$119.13 - $135.96 $44,673 - $50,985
375 New
375 $47,000

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
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.