Beaumont Financial Advisors, LLC's ownership history for SRE

Beaumont Financial Advisors, LLC currently holds 3.1K shares with a market value of $270.0K. It started holding SRE on 2024-09-30. At its peak, it held 3.1K shares on 2025-12-31. Its highest holding value was $272.4K on 2025-09-30. At its lowest, it held 3.0K shares on 2025-03-31, with a value of $212.2K on 2025-03-31. In the recent 180 days, Beaumont Financial Advisors, LLC has increased its shares by 40. In the recent year, Beaumont Financial Advisors, LLC has increased its shares by 83.