Lido Advisors’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 | $2.23M | Sell |
23,947
-246
| -1% | -$22.9K | 0.01% | 760 |
|
|
2026
Q1 | $2.36M | Buy |
24,193
+3,666
| +18% | +$335K | 0.01% | 665 |
|
|
2025
Q4 | $1.84M | Buy |
20,527
+1,353
| +7% | +$123K | 0.01% | 746 |
|
|
2025
Q3 | $1.73M | Buy |
19,174
+2,231
| +13% | +$181K | 0.01% | 730 |
|
|
2025
Q2 | $1.29M | Sell |
16,943
-83,864
| -83% | -$6.23M | 0.01% | 738 |
|
|
2025
Q1 | $7.26M | Sell |
100,807
-1,483
| -1% | -$116K | 0.03% | 279 |
|
|
2024
Q4 | $9.04M | Buy |
102,290
+86,958
| +567% | +$7.61M | 0.04% | 232 |
|
|
2024
Q3 | $1.28M | Buy |
15,332
+1,209
| +9% | +$96.7K | 0.01% | 611 |
|
|
2024
Q2 | $1.08M | Sell |
14,123
-90,156
| -86% | -$6.66M | 0.01% | 634 |
|
|
2024
Q1 | $7.55M | Buy |
104,279
+7,680
| +8% | +$550K | 0.04% | 216 |
|
|
2023
Q4 | $7.27M | Buy |
96,599
+88,570
| +1,103% | +$6.34M | 0.05% | 209 |
|
|
2023
Q3 | $546K | Buy |
8,029
+617
| +8% | +$44.5K | ﹤0.01% | 723 |
|
|
2023
Q2 | $540K | Buy |
7,412
+594
| +9% | +$44.6K | ﹤0.01% | 709 |
|
|
2023
Q1 | $515K | Buy |
6,818
+1,470
| +27% | +$113K | 0.01% | 654 |
|
|
2022
Q4 | $413K | Buy |
5,348
+1,968
| +58% | +$152K | 0.01% | 672 |
|
|
2022
Q3 | $253K | Buy |
3,380
+220
| +7% | +$17.8K | ﹤0.01% | 824 |
|
|
2022
Q2 | $237K | Buy |
3,160
+88
| +3% | +$7.07K | ﹤0.01% | 817 |
|
|
2022
Q1 | $258K | Buy |
+3,072
| New | +$221K | ﹤0.01% | 865 |
|
|
2021
Q4 | – | Sell |
-3,410
| Closed | -$215K | – | 1043 |
|
|
2021
Q3 | $215K | Buy |
3,410
+90
| +3% | +$5.94K | ﹤0.01% | 890 |
|
|
2021
Q2 | $220K | Buy |
3,320
+152
| +5% | +$10.4K | ﹤0.01% | 832 |
|
|
2021
Q1 | $212K | Sell |
3,168
-62
| -2% | -$3.86K | ﹤0.01% | 789 |
|
|
2020
Q4 | $207K | Sell |
3,230
-206
| -6% | -$13.3K | ﹤0.01% | 759 |
|
|
2020
Q3 | $205K | Buy |
+3,436
| New | +$211K | 0.01% | 585 |
|
|
2020
Q1 | – | Sell |
-4,474
| Closed | -$341K | – | 669 |
|
|
2019
Q4 | $341K | Buy |
4,474
+210
| +5% | +$15.4K | 0.01% | 465 |
|
|
2019
Q3 | $317K | Buy |
4,264
+14
| +0.3% | +$980 | 0.02% | 432 |
|
|
2019
Q2 | $292K | Sell |
4,250
-1,372
| -24% | -$90K | 0.02% | 430 |
|
|
2019
Q1 | $356K | Buy |
5,622
+478
| +9% | +$28.2K | 0.02% | 352 |
|
|
2018
Q4 | $280K | Sell |
5,144
-40
| -0.8% | -$2.28K | 0.03% | 332 |
|
|
2018
Q3 | $297K | Buy |
5,184
+1,052
| +25% | +$60.9K | 0.03% | 338 |
|
|
2018
Q2 | $239K | Sell |
4,132
-266
| -6% | -$14.5K | 0.03% | 357 |
|
|
2018
Q1 | $244K | Buy |
+4,398
| New | +$237K | 0.03% | 313 |
|
Other funds holding SRE
Lido Advisors's SRE Position: Q2 2026 in Review
Lido Advisors reduced its Sempra (SRE) stake by 1% in Q2 2026, selling an estimated $22.9K and leaving 23,947 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #760.
Lido Advisors first reported a position in SRE in Q1 2018 and has held it in 31 quarters since. The position peaked at $9.04M in Q4 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.
- Lido Advisors held 23,947 shares of Sempra worth $2.23M as of Q2 2026.
- Lido Advisors sold 246 Sempra shares in Q2 2026, an estimated $22.9K.
- Sempra made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #760 holding.
- Lido Advisors first reported a position in Sempra in Q1 2018 and has held it in 31 quarters since.
- Lido Advisors's Sempra position peaked at $9.04M in Q4 2024.
- 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.