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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Buy |
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|
2025
Q2 | $242K | Buy |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q3 | $344K | Buy |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $386K | Buy |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $354K | Hold |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $346K | Buy |
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|
2019
Q1 | $314K | Sell |
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|
2018
Q4 | $275K | Sell |
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|
2018
Q3 | $347K | Sell |
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|
2018
Q2 | $366K | Sell |
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|
2018
Q1 | $352K | Sell |
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|
2017
Q4 | $350K | Buy |
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