LIBERTY WEALTH MANAGEMENT LLC's ownership history for SRE

LIBERTY WEALTH MANAGEMENT LLC currently holds 2.5K shares with a market value of $227.7K. It started holding SRE on 2024-09-30. At its peak, it held 2.5K shares on 2025-09-30. Its highest holding value was $227.7K on 2025-09-30. At its lowest, it held 2.5K shares on 2024-09-30, with a value of $205.0K on 2024-09-30. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has increased its shares by 77.