A detailed history of Avantax Planning Partners, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 7,276 shares of SRE stock, worth $639,996. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,276
Previous 7,137 1.95%
Holding current value
$639,996
Previous $542,000 12.18%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$74.97 - $84.04 $10,420 - $11,681
139 Added 1.95%
7,276 $608,000
Q2 2024

Aug 09, 2024

SELL
$66.41 - $78.4 $2,324 - $2,744
-35 Reduced 0.49%
7,137 $542,000
Q1 2024

May 02, 2024

BUY
$69.24 - $76.96 $238,531 - $265,127
3,445 Added 92.43%
7,172 $515,000
Q4 2023

Feb 09, 2024

SELL
$65.27 - $76.49 $3,328 - $3,900
-51 Reduced 1.35%
3,727 $278,000
Q3 2023

Nov 03, 2023

BUY
$67.77 - $151.95 $125,848 - $282,171
1,857 Added 96.67%
3,778 $257,000
Q2 2023

Jul 17, 2023

BUY
$143.53 - $157.99 $5,023 - $5,529
35 Added 1.86%
1,921 $279,000
Q1 2023

Apr 20, 2023

SELL
$139.69 - $162.03 $43,443 - $50,391
-311 Reduced 14.16%
1,886 $285,000
Q4 2022

Feb 09, 2023

SELL
$139.74 - $167.28 $4,052 - $4,851
-29 Reduced 1.3%
2,197 $339,000
Q3 2022

Oct 14, 2022

SELL
$24.47 - $175.65 $13,580 - $97,485
-555 Reduced 19.96%
2,226 $334,000
Q2 2022

Jul 18, 2022

BUY
$139.49 - $172.67 $387,921 - $480,195
2,781 New
2,781 $418,000
Q4 2018

Feb 14, 2019

SELL
$107.27 - $118.49 $27,032 - $29,859
-252 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$111.06 - $118.87 $27,987 - $29,955
252 New
252 $29,000
Q2 2018

Aug 13, 2018

SELL
$100.71 - $117.19 $31,320 - $36,446
-311 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$103.36 - $113.02 $32,144 - $35,149
311 New
311 $35,000

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
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.