Sempra Energy shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $211k | 2.5k | 83.63 |
| 2024-03-31 | $231k | 3.2k | 71.83 |
| 2023-12-31 | $234k | 3.1k | 74.73 |
| 2023-09-30 | $204k | 3.0k | 68.03 |
| 2023-06-30 | $206k | 1.4k | 145.59 |
| 2023-03-31 | $205k | 1.4k | 151.16 |
| 2019-12-31 | $316k | 2.1k | 151.27 |
| 2019-09-30 | $293k | 2.0k | 147.53 |
| 2019-06-30 | $273k | 2.0k | 137.25 |
| 2019-03-31 | $251k | 2.0k | 126.07 |
| 2018-12-31 | $207k | 1.9k | 108.21 |
| 2018-09-30 | $258k | 2.3k | 113.71 |
| 2018-03-31 | $244k | 2.2k | 111.21 |
| 2017-12-31 | $237k | 2.2k | 106.71 |
More positions owned by Holistic Financial Partners
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