Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in SEMPRA ENERGY (SRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π LEVEL FOUR ADVISORY SERVICES, LLC underperformed the S&P 500 by β33.7% annually on this SRE position. Timing score: 57% (4/7 decisions correct). Average cost basis: $75.65. Maximum drawdown during holding period: β17.9%.
β Significantly underperformed the S&P 500 by 33.7% ann.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $69.25 (2025 Q1) Β· Worst: $84.35 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 4 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size