DEFINED WEALTH MANAGEMENT, LLC's ownership history for SRE

DEFINED WEALTH MANAGEMENT, LLC currently holds 16.8K shares with a market value of $1.5M. It started holding SRE on 2024-09-30. At its peak, it held 17.3K shares on 2024-12-31. Its highest holding value was $1.6M on 2025-09-30. At its lowest, it held 16.8K shares on 2025-12-31, with a value of $1.2M on 2025-03-31. In the recent 180 days, DEFINED WEALTH MANAGEMENT, LLC has decreased its shares by 402. In the recent year, DEFINED WEALTH MANAGEMENT, LLC has decreased its shares by 434.