A detailed history of Life Steps Financial, Inc. transactions in Sempra Energy stock. As of the latest transaction made, Life Steps Financial, Inc. holds 2,564 shares of SRE stock, worth $214,222. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,564
Holding current value
$214,222
% of portfolio
0.17%

Shares

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

Oct 16, 2024

BUY
$74.97 - $84.04 $192,223 - $215,478
2,564 New
2,564 $214,000
Q3 2023

Oct 25, 2023

BUY
$67.77 - $151.95 $126,458 - $283,538
1,866 Added 100.0%
3,732 $253,000
Q2 2023

Jul 14, 2023

SELL
$143.53 - $157.99 $717 - $789
-5 Reduced 0.27%
1,866 $271,000
Q4 2022

Jan 18, 2023

BUY
$139.74 - $167.28 $261,453 - $312,980
1,871 New
1,871 $0
Q4 2021

Jan 26, 2022

SELL
$119.66 - $132.28 $280,004 - $309,535
-2,340 Closed
0 $0
Q2 2021

Jul 09, 2021

BUY
$131.8 - $144.06 $43,494 - $47,539
330 Added 16.42%
2,340 $310,000
Q1 2021

Apr 20, 2021

BUY
$115.98 - $132.58 $15,541 - $17,765
134 Added 7.14%
2,010 $266,000
Q4 2019

Jan 30, 2020

BUY
$141.17 - $152.03 $264,834 - $285,208
1,876 New
1,876 $284,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $26.3B
  • 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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