Quotient Wealth Partners, LLC's ownership history for SRE

Quotient Wealth Partners, LLC currently holds 8.7K shares with a market value of $843.8K. It started holding SRE on 2024-09-30. At its peak, it held 11.6K shares on 2024-09-30. Its highest holding value was $966.8K on 2024-09-30. At its lowest, it held 4.4K shares on 2025-09-30, with a value of $371.4K on 2025-06-30. In the recent 180 days, Quotient Wealth Partners, LLC has increased its shares by 4.3K. In the recent year, Quotient Wealth Partners, LLC has increased its shares by 2.9K.