Occidental Asset Management, LLC's ownership history for SRE

Occidental Asset Management, LLC currently holds 4.1K shares with a market value of $371.1K. It started holding SRE on 2025-06-30. At its peak, it held 4.1K shares on 2025-09-30. Its highest holding value was $371.1K on 2025-09-30. At its lowest, it held 4.1K shares on 2025-06-30, with a value of $307.1K on 2025-06-30.