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 $47,155. This represents 0.01% of its overall portfolio holdings.

Number of Shares
498
Previous 498 -0.0%
Holding current value
$47,155
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 $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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