Advisornet Financial’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $169K | Sell |
1,822
-9
| -0.5% | -$837 | 0.01% | 697 |
|
|
2026
Q1 | $178K | Buy |
1,831
+8
| +0.4% | +$732 | 0.01% | 651 |
|
|
2025
Q4 | $161K | Buy |
1,823
+66
| +4% | +$6.01K | 0.01% | 662 |
|
|
2025
Q3 | $158K | Buy |
1,757
+42
| +2% | +$3.4K | 0.01% | 662 |
|
|
2025
Q2 | $130K | Buy |
1,715
+292
| +21% | +$21.7K | 0.01% | 683 |
|
|
2025
Q1 | $102K | Buy |
1,423
+745
| +110% | +$58K | 0.01% | 727 |
|
|
2024
Q4 | $59.5K | Sell |
678
-89
| -12% | -$7.79K | 0.01% | 832 |
|
|
2024
Q3 | $64.1K | Buy |
767
+104
| +16% | +$8.32K | ﹤0.01% | 830 |
|
|
2024
Q2 | $50.4K | Sell |
663
-12
| -2% | -$887 | ﹤0.01% | 815 |
|
|
2024
Q1 | $48.5K | Buy |
675
+75
| +13% | +$5.38K | ﹤0.01% | 818 |
|
|
2023
Q4 | $44.8K | Buy |
600
+154
| +35% | +$11K | ﹤0.01% | 834 |
|
|
2023
Q3 | $30.3K | Sell |
446
-196
| -31% | -$14.1K | ﹤0.01% | 919 |
|
|
2023
Q2 | $46.7K | Sell |
642
-108
| -14% | -$8.11K | ﹤0.01% | 832 |
|
|
2023
Q1 | $56.7K | Sell |
750
-1,720
| -70% | -$132K | 0.01% | 764 |
|
|
2022
Q4 | $191K | Sell |
2,470
-8
| -0.3% | -$619 | 0.02% | 482 |
|
|
2022
Q3 | $186K | Buy |
2,478
+4
| +0.2% | +$324 | 0.02% | 512 |
|
|
2022
Q2 | $186K | Buy |
2,474
+468
| +23% | +$37.6K | 0.02% | 520 |
|
|
2022
Q1 | $169K | Buy |
2,006
+46
| +2% | +$3.31K | 0.01% | 602 |
|
|
2021
Q4 | $130K | Buy |
1,960
+230
| +13% | +$14.6K | 0.01% | 707 |
|
|
2021
Q3 | $109K | Hold |
1,730
| – | – | 0.01% | 759 |
|
|
2021
Q2 | $115K | Buy |
1,730
+100
| +6% | +$6.84K | 0.01% | 742 |
|
|
2021
Q1 | $108K | Hold |
1,630
| – | – | 0.01% | 728 |
|
|
2020
Q4 | $104K | Hold |
1,630
| – | – | 0.01% | 682 |
|
|
2020
Q3 | $96K | Sell |
1,630
-82
| -5% | -$5.05K | 0.01% | 684 |
|
|
2020
Q2 | $100K | Sell |
1,712
-512
| -23% | -$31.5K | 0.01% | 668 |
|
|
2020
Q1 | $126K | Hold |
2,224
| – | – | 0.01% | 563 |
|
|
2019
Q4 | $168K | Buy |
2,224
+82
| +4% | +$6.02K | 0.01% | 540 |
|
|
2019
Q3 | $158K | Buy |
2,142
+1,916
| +848% | +$134K | 0.01% | 559 |
|
|
2019
Q2 | $16K | Hold |
226
| – | – | ﹤0.01% | 1121 |
|
|
2019
Q1 | $14K | Sell |
226
-28
| -11% | -$1.65K | ﹤0.01% | 1096 |
|
|
2018
Q4 | $14K | Buy |
254
+28
| +12% | +$1.6K | ﹤0.01% | 1013 |
|
|
2018
Q3 | $13K | Hold |
226
| – | – | ﹤0.01% | 1069 |
|
|
2018
Q2 | $13K | Hold |
226
| – | – | ﹤0.01% | 1074 |
|
|
2018
Q1 | $13K | Sell |
226
-3,132
| -93% | -$169K | ﹤0.01% | 1034 |
|
|
2017
Q4 | $180K | Buy |
+3,358
| New | +$195K | 0.03% | 368 |
|
Other funds holding SRE
Advisornet Financial's SRE Position: Q2 2026 in Review
Advisornet Financial reduced its Sempra (SRE) stake by 0.49% in Q2 2026, selling an estimated $837 and leaving 1,822 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #697.
Advisornet Financial first reported a position in SRE in Q4 2017 and has held it in 35 quarters since. The position peaked at $191K in Q4 2022. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.
- Advisornet Financial held 1,822 shares of Sempra worth $169K as of Q2 2026.
- Advisornet Financial sold 9 Sempra shares in Q2 2026, an estimated $837.
- Sempra made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #697 holding.
- Advisornet Financial first reported a position in Sempra in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Sempra position peaked at $191K in Q4 2022.
- 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.