Sempra Energy shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14k | 200 | 71.83 |
| 2023-12-31 | $9.0k | 120 | 74.73 |
| 2023-09-30 | $2.7k | 40 | 68.03 |
| 2022-12-31 | $9.3k | 60 | 154.53 |
| 2022-09-30 | $9.0k | 60 | 150.00 |
| 2022-06-30 | $9.0k | 60 | 150.00 |
| 2022-03-31 | $11k | 68 | 161.76 |