Cypress Wealth Services’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $262K | Buy |
3,273
+34
| +1% | +$2.94K | 0.03% | 360 |
|
|
2026
Q2 | $300K | Sell |
3,239
-196
| -6% | -$18.2K | 0.04% | 342 |
|
|
2026
Q1 | $334K | Buy |
3,435
+7
| +0.2% | +$641 | 0.05% | 285 |
|
|
2025
Q4 | $303K | Buy |
3,428
+198
| +6% | +$18K | 0.04% | 301 |
|
|
2025
Q3 | $291K | Buy |
3,230
+40
| +1% | +$3.24K | 0.05% | 257 |
|
|
2025
Q2 | $242K | Buy |
3,190
+104
| +3% | +$7.72K | 0.04% | 270 |
|
|
2025
Q1 | $220K | Sell |
3,086
-100
| -3% | -$7.79K | 0.04% | 260 |
|
|
2024
Q4 | $279K | Buy |
3,186
+677
| +27% | +$59.2K | 0.06% | 216 |
|
|
2024
Q3 | $210K | Buy |
+2,509
| New | +$201K | 0.04% | 260 |
|
|
2024
Q2 | – | Sell |
-2,956
| Closed | -$212K | – | 274 |
|
|
2024
Q1 | $212K | Buy |
2,956
+24
| +0.8% | +$1.72K | 0.05% | 239 |
|
|
2023
Q4 | $219K | Sell |
2,932
-38
| -1% | -$2.72K | 0.05% | 224 |
|
|
2023
Q3 | $202K | Sell |
2,970
-184
| -6% | -$13.3K | 0.06% | 227 |
|
|
2023
Q2 | $230K | Hold |
3,154
| – | – | 0.06% | 214 |
|
|
2023
Q1 | $238K | Hold |
3,154
| – | – | 0.07% | 211 |
|
|
2022
Q4 | $244K | Buy |
3,154
+8
| +0.3% | +$619 | 0.08% | 202 |
|
|
2022
Q3 | $231K | Hold |
3,146
| – | – | 0.08% | 197 |
|
|
2022
Q2 | $236K | Sell |
3,146
-2,338
| -43% | -$188K | 0.08% | 196 |
|
|
2022
Q1 | $461K | Buy |
5,484
+18
| +0.3% | +$1.29K | 0.13% | 131 |
|
|
2021
Q4 | $361K | Buy |
5,466
+20
| +0.4% | +$1.27K | 0.1% | 153 |
|
|
2021
Q3 | $344K | Buy |
5,446
+20
| +0.4% | +$1.32K | 0.1% | 152 |
|
|
2021
Q2 | $359K | Sell |
5,426
-396
| -7% | -$27.1K | 0.1% | 175 |
|
|
2021
Q1 | $386K | Buy |
5,822
+1,950
| +50% | +$121K | 0.08% | 183 |
|
|
2020
Q4 | $247K | Buy |
+3,872
| New | +$249K | 0.06% | 235 |
|
|
2020
Q3 | – | Sell |
-3,916
| Closed | -$241K | – | 468 |
|
|
2020
Q2 | $229K | Sell |
3,916
-632
| -14% | -$38.8K | 0.05% | 235 |
|
|
2020
Q1 | $257K | Sell |
4,548
-132
| -3% | -$9.36K | 0.08% | 196 |
|
|
2019
Q4 | $354K | Hold |
4,680
| – | – | 0.09% | 175 |
|
|
2019
Q3 | $345K | Sell |
4,680
-354
| -7% | -$24.8K | 0.09% | 171 |
|
|
2019
Q2 | $346K | Buy |
5,034
+40
| +0.8% | +$2.62K | 0.1% | 172 |
|
|
2019
Q1 | $314K | Sell |
4,994
-84
| -2% | -$4.95K | 0.1% | 175 |
|
|
2018
Q4 | $275K | Sell |
5,078
-1,020
| -17% | -$58.2K | 0.11% | 163 |
|
|
2018
Q3 | $347K | Sell |
6,098
-214
| -3% | -$12.4K | 0.12% | 151 |
|
|
2018
Q2 | $366K | Sell |
6,312
-18
| -0.3% | -$984 | 0.14% | 147 |
|
|
2018
Q1 | $352K | Sell |
6,330
-220
| -3% | -$11.9K | 0.15% | 126 |
|
|
2017
Q4 | $350K | Buy |
+6,550
| New | +$380K | 0.15% | 133 |
|
Other funds holding SRE
Cypress Wealth Services's SRE Position: Q3 2026 in Review
Cypress Wealth Services increased its Sempra (SRE) stake by 1% in Q3 2026, buying an estimated $2.94K and bringing the position to 3,273 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #360.
Cypress Wealth Services first reported a position in SRE in Q4 2017 and has held it in 34 quarters since. The position peaked at $461K in Q1 2022. 1,037 funds tracked by Wall St. Rank hold SRE as of Q3 2026.
- Cypress Wealth Services held 3,273 shares of Sempra worth $262K as of Q3 2026.
- Cypress Wealth Services bought 34 Sempra shares in Q3 2026, an estimated $2.94K.
- Sempra made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #360 holding.
- Cypress Wealth Services first reported a position in Sempra in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's Sempra position peaked at $461K in Q1 2022.
- 1,037 funds tracked by Wall St. Rank held Sempra as of Q3 2026.
Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.