W.G. Shaheen & Associates DBA Whitney & Co's ownership history for SRE

W.G. Shaheen & Associates DBA Whitney & Co currently holds 4.1K shares with a market value of $402.0K. It started holding SRE on 2024-09-30. At its peak, it held 5.0K shares on 2024-09-30. Its highest holding value was $428.2K on 2024-12-31. At its lowest, it held 4.1K shares on 2025-12-31, with a value of $328.8K on 2025-03-31. In the recent 180 days, W.G. Shaheen & Associates DBA Whitney & Co has decreased its shares by 270. In the recent year, W.G. Shaheen & Associates DBA Whitney & Co has decreased its shares by 470.