Lodestone Wealth Management LLC's ownership history for SRE

Lodestone Wealth Management LLC currently holds 2.4K shares with a market value of $231.3K. It started holding SRE on 2024-12-31. At its peak, it held 2.4K shares on 2024-12-31. Its highest holding value was $231.3K on 2026-03-31. At its lowest, it held 2.4K shares on 2025-09-30, with a value of $209.1K on 2024-12-31. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 0.