Safeguard Investment Advisory Group, LLC's ownership history for SRE

Safeguard Investment Advisory Group, LLC currently holds 6.9K shares with a market value of $671.3K. It started holding SRE on 2024-09-30. At its peak, it held 9.6K shares on 2025-03-31. Its highest holding value was $687.5K on 2025-03-31. At its lowest, it held 6.4K shares on 2025-06-30, with a value of $488.2K on 2025-06-30. In the recent 180 days, Safeguard Investment Advisory Group, LLC has increased its shares by 68. In the recent year, Safeguard Investment Advisory Group, LLC has decreased its shares by 2.7K.