Cypress Capital Group’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,887
| Closed | -$241K | – | 301 |
|
|
2024
Q3 | $241K | Buy |
+2,887
| New | +$241K | 0.03% | 279 |
|
|
2023
Q1 | – | Sell |
-10,058
| Closed | -$777K | – | 313 |
|
|
2022
Q4 | $777K | Buy |
10,058
+3,570
| +55% | +$276K | 0.12% | 165 |
|
|
2022
Q3 | $486K | Sell |
6,488
-2,748
| -30% | -$206K | 0.08% | 182 |
|
|
2022
Q2 | $694K | Buy |
9,236
+2,154
| +30% | +$162K | 0.11% | 167 |
|
|
2022
Q1 | $595K | Buy |
+7,082
| New | +$595K | 0.07% | 207 |
|