Caldwell Trust Co's ownership history for SRE

Caldwell Trust Co currently holds 2.0K shares with a market value of $177.3K. It started holding SRE on 2019-12-31. At its peak, it held 2.3K shares on 2023-09-30. Its highest holding value was $272.7K on 2022-09-30. At its lowest, it held 854 shares on 2021-12-31, with a value of $113.0K on 2021-12-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 96. In the recent year, Caldwell Trust Co has decreased its shares by 96.