A detailed history of Daymark Wealth Partners, LLC transactions in Sempra Energy stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 5,610 shares of SRE stock, worth $458,056. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,610
Previous 6,022 6.84%
Holding current value
$458,056
Previous $458,000 2.4%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 08, 2024

SELL
$74.97 - $84.04 $30,887 - $34,624
-412 Reduced 6.84%
5,610 $469,000
Q2 2024

Aug 14, 2024

BUY
$66.41 - $78.4 $108,314 - $127,870
1,631 Added 37.14%
6,022 $458,000
Q1 2024

Apr 10, 2024

BUY
$69.24 - $76.96 $969 - $1,077
14 Added 0.32%
4,391 $315,000
Q4 2023

Jan 09, 2024

BUY
$65.27 - $76.49 $1,892 - $2,218
29 Added 0.67%
4,377 $327,000
Q3 2023

Oct 10, 2023

BUY
$67.77 - $151.95 $142,994 - $320,614
2,110 Added 94.28%
4,348 $295,000
Q1 2023

Apr 20, 2023

BUY
$139.69 - $162.03 $3,631 - $4,212
26 Added 1.18%
2,238 $338,000
Q4 2022

Jan 25, 2023

BUY
$139.74 - $167.28 $309,104 - $370,023
2,212 New
2,212 $0

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $25.7B
  • 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 Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, 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 Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.