Number of Shares
15,033.00
Current Holdings Value*
$1.14 Mil
% of Portfolio
0.84%
Total Estimate Gain
$27,816.19
% of Total Estimate Gain
1.68%

Spotlight Asset Group, Inc.'s Sempra Holding Summary

As of 2024-06-30, Spotlight Asset Group, Inc. held 15,033.00 shares of Sempra(SRE), totaling $1.14 Mil. This investment constitutes 0.84% of their stock portfolio, and Spotlight Asset Group, Inc. now holds 0% of the outstanding Sempra(SRE) stock.

The initial trade took place in 2019Q4. And since then Spotlight Asset Group, Inc. has made 4 purchases of SRE, at an average price of $73.29, for a total of 22,643.00 shares. In addition, there have been 4 sales at an average price of $74.10 for 7,610.00 shares. Based on historical transaction data and SRE's current price of $74.74, Spotlight Asset Group, Inc.'s estimated gain on his SRE holdings is $27,816.19, reflecting a 1.68% gain to date.

Spotlight Asset Group, Inc. SRE ($74.74) Holding Chart

Spotlight Asset Group, Inc. SRE ($74.74) 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 %

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