Geo Wealth Management, LLC Sempra Energy Transaction History

Geo Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$63.78 - $78.91 $3,571 - $4,418	-56 Reduced 6.94%	751 $56,000
Q1 2025 May 09, 2025	SELL	$67.85 - $87.67 $72,938 - $94,245	-1,075 Reduced 57.12%	807 $57,000
Q4 2024 Feb 13, 2025	SELL	$80.81 - $94.77 $12,929 - $15,163	-160 Reduced 7.84%	1,882 $165,000
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

1,336

598M

1.69M

1.72M

Ticker SRE
Exchange NYSE
Sector Utilities
Industry Utilities—Diversified
Shares Outstandng 314,310,016
Market Cap $28.9B
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 ...

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