Destination Wealth Management's ownership history for SRE

Destination Wealth Management currently holds 2.3K shares with a market value of $209.5K. It started holding SRE on 2024-12-31. At its peak, it held 3.2K shares on 2025-03-31. Its highest holding value was $228.8K on 2025-03-31. At its lowest, it held 2.3K shares on 2024-12-31, with a value of $201.3K on 2024-12-31. In the recent 180 days, Destination Wealth Management has increased its shares by 33.