Lakeshore Financial Planning, Inc.'s ownership history for SRE

Lakeshore Financial Planning, Inc. currently holds 3.9K shares with a market value of $354.5K. It started holding SRE on 2024-09-30. At its peak, it held 3.9K shares on 2025-09-30. Its highest holding value was $354.5K on 2025-09-30. At its lowest, it held 3.9K shares on 2024-09-30, with a value of $280.3K on 2025-03-31. In the recent 180 days, Lakeshore Financial Planning, Inc. has increased its shares by 12. In the recent year, Lakeshore Financial Planning, Inc. has increased its shares by 22.