Trivant Custom Portfolio Group, LLC's ownership history for SRE

Trivant Custom Portfolio Group, LLC currently holds 16.1K shares with a market value of $1.5M. It started holding SRE on 2024-09-30. At its peak, it held 16.8K shares on 2024-09-30. Its highest holding value was $1.5M on 2025-09-30. At its lowest, it held 16.1K shares on 2025-09-30, with a value of $1.2M on 2025-03-31. In the recent 180 days, Trivant Custom Portfolio Group, LLC has decreased its shares by 412. In the recent year, Trivant Custom Portfolio Group, LLC has decreased its shares by 726.