OneDigital Investment 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 | $907K | Sell |
9,780
-184
| -2% | -$17.1K | 0.01% | 783 |
|
|
2026
Q1 | $968K | Sell |
9,964
-420
| -4% | -$38.4K | 0.01% | 694 |
|
|
2025
Q4 | $917K | Sell |
10,384
-374
| -3% | -$34.1K | 0.01% | 706 |
|
|
2025
Q3 | $968K | Sell |
10,758
-202
| -2% | -$16.4K | 0.01% | 662 |
|
|
2025
Q2 | $830K | Buy |
10,960
+140
| +1% | +$10.4K | 0.01% | 704 |
|
|
2025
Q1 | $772K | Buy |
10,820
+764
| +8% | +$59.5K | 0.01% | 692 |
|
|
2024
Q4 | $882K | Buy |
10,056
+17
| +0.2% | +$1.49K | 0.01% | 674 |
|
|
2024
Q3 | $840K | Buy |
10,039
+25
| +0.2% | +$2K | 0.01% | 721 |
|
|
2024
Q2 | $762K | Buy |
10,014
+4,747
| +90% | +$351K | 0.01% | 725 |
|
|
2024
Q1 | $378K | Sell |
5,267
-5,234
| -50% | -$375K | 0.01% | 835 |
|
|
2023
Q4 | $785K | Buy |
10,501
+3,552
| +51% | +$254K | 0.01% | 558 |
|
|
2023
Q3 | $473K | Sell |
6,949
-261
| -4% | -$18.8K | 0.01% | 667 |
|
|
2023
Q2 | $525K | Sell |
7,210
-300
| -4% | -$22.5K | 0.01% | 620 |
|
|
2023
Q1 | $568K | Sell |
7,510
-118
| -2% | -$9.05K | 0.01% | 573 |
|
|
2022
Q4 | $589K | Buy |
7,628
+814
| +12% | +$63K | 0.02% | 479 |
|
|
2022
Q3 | $511K | Buy |
6,814
+936
| +16% | +$75.7K | 0.02% | 451 |
|
|
2022
Q2 | $442K | Sell |
5,878
-240
| -4% | -$19.3K | 0.02% | 451 |
|
|
2022
Q1 | $514K | Buy |
6,118
+350
| +6% | +$25.2K | 0.02% | 439 |
|
|
2021
Q4 | $382K | Buy |
5,768
+368
| +7% | +$23.3K | 0.01% | 526 |
|
|
2021
Q3 | $342K | Buy |
5,400
+1,008
| +23% | +$66.5K | 0.01% | 542 |
|
|
2021
Q2 | $291K | Sell |
4,392
-1,588
| -27% | -$109K | 0.01% | 564 |
|
|
2021
Q1 | $396K | Sell |
5,980
-952
| -14% | -$59.2K | 0.02% | 433 |
|
|
2020
Q4 | $442K | Sell |
6,932
-196
| -3% | -$12.6K | 0.02% | 383 |
|
|
2020
Q3 | $422K | Sell |
7,128
-460
| -6% | -$28.3K | 0.03% | 339 |
|
|
2020
Q2 | $445K | Sell |
7,588
-414
| -5% | -$25.4K | 0.03% | 338 |
|
|
2020
Q1 | $452K | Sell |
8,002
-1,194
| -13% | -$84.7K | 0.04% | 293 |
|
|
2019
Q4 | $697K | Sell |
9,196
-114
| -1% | -$8.36K | 0.05% | 241 |
|
|
2019
Q3 | $687K | Buy |
9,310
+3,916
| +73% | +$274K | 0.06% | 220 |
|
|
2019
Q2 | $371K | Buy |
5,394
+5,356
| +14,095% | +$351K | 0.03% | 299 |
|
|
2019
Q1 | $2K | Buy |
+38
| New | +$2.24K | ﹤0.01% | 1067 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$6K | – | 1268 |
|
|
2018
Q3 | $6K | Sell |
100
-560
| -85% | -$32.4K | ﹤0.01% | 907 |
|
|
2018
Q2 | $38K | Sell |
660
-840
| -56% | -$45.9K | 0.01% | 586 |
|
|
2018
Q1 | $83K | Hold |
1,500
| – | – | 0.02% | 390 |
|
|
2017
Q4 | $80K | Buy |
+1,500
| New | +$87K | 0.01% | 394 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$6K | – | 1157 |
|
|
2017
Q2 | $6K | Buy |
+100
| New | +$5.65K | ﹤0.01% | 1033 |
|
Other funds holding SRE
OneDigital Investment Advisors's SRE Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its Sempra (SRE) stake by 1.8% in Q2 2026, selling an estimated $17.1K and leaving 9,780 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #783.
OneDigital Investment Advisors first reported a position in SRE in Q2 2017 and has held it in 35 quarters since. The position peaked at $968K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.
- OneDigital Investment Advisors held 9,780 shares of Sempra worth $907K as of Q2 2026.
- OneDigital Investment Advisors sold 184 Sempra shares in Q2 2026, an estimated $17.1K.
- Sempra made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #783 holding.
- OneDigital Investment Advisors first reported a position in Sempra in Q2 2017 and has held it in 35 quarters since.
- OneDigital Investment Advisors's Sempra position peaked at $968K in Q1 2026.
- 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.