Number of Shares
29,150.00
Current Holdings Value*
$2.21 Mil
% of Portfolio
1.84%
Total Estimate Gain
$62,522.80
% of Total Estimate Gain
2.76%

A. D. Beadell Investment Counsel, Inc.'s Sempra Holding Summary

As of 2025-06-30, A. D. Beadell Investment Counsel, Inc. held 29,150.00 shares of Sempra(SRE), totaling $2.21 Mil. This investment constitutes 1.84% of their stock portfolio, and A. D. Beadell Investment Counsel, Inc. now holds 0% of the outstanding Sempra(SRE) stock.

The initial trade took place in 2024Q2. And since then A. D. Beadell Investment Counsel, Inc. has made 3 purchases of SRE, at an average price of $76.59, for a total of 29,585.00 shares. In addition, there have been 1 sales at an average price of $87.57 for 435.00 shares. Based on historical transaction data and SRE's current price of $78.57, A. D. Beadell Investment Counsel, Inc.'s estimated gain on his SRE holdings is $62,522.80, reflecting a 2.76% gain to date.

A. D. Beadell Investment Counsel, Inc. SRE ($78.57) Holding Chart

A. D. Beadell Investment Counsel, Inc. SRE ($78.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1