SimpliFi, Inc.'s ownership history for SRE

SimpliFi, Inc. currently holds 3.2K shares with a market value of $291.8K. It started holding SRE on 2024-09-30. At its peak, it held 3.3K shares on 2025-06-30. Its highest holding value was $291.8K on 2025-09-30. At its lowest, it held 3.2K shares on 2025-09-30, with a value of $235.5K on 2025-03-31. In the recent 180 days, SimpliFi, Inc. has decreased its shares by 57. In the recent year, SimpliFi, Inc. has decreased its shares by 8.