Cypress Wealth Services, LLC's ownership history for SRE

Cypress Wealth Services, LLC currently holds 3.4K shares with a market value of $302.7K. It started holding SRE on 2024-09-30. At its peak, it held 3.4K shares on 2025-12-31. Its highest holding value was $302.7K on 2025-12-31. At its lowest, it held 2.5K shares on 2024-09-30, with a value of $209.9K on 2024-09-30. In the recent 180 days, Cypress Wealth Services, LLC has increased its shares by 238. In the recent year, Cypress Wealth Services, LLC has increased its shares by 242.