A detailed history of Geo Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,042 shares of SRE stock, worth $179,614. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,042
Previous 2,134 4.31%
Holding current value
$179,614
Previous $162,000 4.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$74.97 - $84.04 $6,897 - $7,731
-92 Reduced 4.31%
2,042 $170,000
Q2 2024

Aug 12, 2024

BUY
$66.41 - $78.4 $47,018 - $55,507
708 Added 49.65%
2,134 $162,000
Q1 2024

May 15, 2024

SELL
$69.24 - $76.96 $98,736 - $109,744
-1,426 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$69.24 - $76.96 $58,853 - $65,415
850 Added 147.57%
1,426 $102,000
Q4 2023

Feb 13, 2024

BUY
$65.27 - $76.49 $37,595 - $44,058
576 New
576 $43,000
Q4 2019

Feb 13, 2020

SELL
$141.17 - $152.03 $368,171 - $396,494
-2,608 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$132.12 - $147.61 $344,568 - $384,966
2,608 New
2,608 $385,000

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
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