Creative Financial Designs’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 | $22K | Buy |
237
+165
| +229% | +$15.3K | ﹤0.01% | 1264 |
|
|
2026
Q1 | $7K | Hold |
72
| – | – | ﹤0.01% | 1501 |
|
|
2025
Q4 | $6.36K | Hold |
72
| – | – | ﹤0.01% | 1455 |
|
|
2025
Q3 | $6.48K | Hold |
72
| – | – | ﹤0.01% | 1470 |
|
|
2025
Q2 | $5.46K | Hold |
72
| – | – | ﹤0.01% | 1503 |
|
|
2025
Q1 | $5.14K | Sell |
72
-674
| -90% | -$52.5K | ﹤0.01% | 1486 |
|
|
2024
Q4 | $65.5K | Buy |
746
+31
| +4% | +$2.71K | 0.01% | 705 |
|
|
2024
Q3 | $59.8K | Buy |
715
+91
| +15% | +$7.28K | 0.01% | 732 |
|
|
2024
Q2 | $47.5K | Buy |
624
+586
| +1,542% | +$43.3K | ﹤0.01% | 760 |
|
|
2024
Q1 | $2.73K | Hold |
38
| – | – | ﹤0.01% | 1436 |
|
|
2023
Q4 | $2.84K | Hold |
38
| – | – | ﹤0.01% | 1366 |
|
|
2023
Q3 | $2.58K | Hold |
38
| – | – | ﹤0.01% | 1295 |
|
|
2023
Q2 | $2.77K | Hold |
38
| – | – | ﹤0.01% | 1266 |
|
|
2023
Q1 | $2.87K | Hold |
38
| – | – | ﹤0.01% | 1215 |
|
|
2022
Q4 | $2.94K | Hold |
38
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 1092 |
|
|
2022
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 1136 |
|
|
2021
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 1099 |
|
|
2021
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 1322 |
|
|
2021
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 1279 |
|
|
2021
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 1176 |
|
|
2020
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 1151 |
|
|
2020
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q2 | $2K | Buy |
+38
| New | +$2.33K | ﹤0.01% | 1049 |
|
|
2018
Q4 | – | Sell |
-38
| Closed | -$2K | – | 742 |
|
|
2018
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 656 |
|
|
2018
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 668 |
|
|
2018
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 621 |
|
|
2017
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 618 |
|
|
2017
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 646 |
|
|
2017
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 657 |
|
|
2017
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 617 |
|
|
2016
Q4 | $2K | Buy |
+38
| New | +$1.93K | ﹤0.01% | 610 |
|
Other funds holding SRE
Creative Financial Designs's SRE Position: Q2 2026 in Review
Creative Financial Designs increased its Sempra (SRE) stake by 229% in Q2 2026, buying an estimated $15.3K and bringing the position to 237 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.
Creative Financial Designs first reported a position in SRE in Q4 2016 and has held it in 33 quarters since. The position peaked at $65.5K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.
- Creative Financial Designs held 237 shares of Sempra worth $22K as of Q2 2026.
- Creative Financial Designs bought 165 Sempra shares in Q2 2026, an estimated $15.3K.
- Sempra made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1264 holding.
- Creative Financial Designs first reported a position in Sempra in Q4 2016 and has held it in 33 quarters since.
- Creative Financial Designs's Sempra position peaked at $65.5K in Q4 2024.
- 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.