Legacy Financial Advisors, Inc.'s ownership history for SRE

Legacy Financial Advisors, Inc. currently holds 2.2K shares with a market value of $218.5K. It started holding SRE on 2024-09-30. At its peak, it held 2.6K shares on 2024-12-31. Its highest holding value was $231.5K on 2024-12-31. At its lowest, it held 2.2K shares on 2026-03-31, with a value of $210.2K on 2024-09-30. In the recent 180 days, Legacy Financial Advisors, Inc. has decreased its shares by 265.