Confluence Wealth Services, Inc.'s ownership history for SRE

Confluence Wealth Services, Inc. currently holds 4.6K shares with a market value of $443.9K. It started holding SRE on 2024-09-30. At its peak, it held 4.7K shares on 2025-03-31. Its highest holding value was $443.9K on 2026-03-31. At its lowest, it held 2.5K shares on 2024-09-30, with a value of $209.0K on 2024-12-31. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 170. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 170.