Occidental Asset Management, LLC's ownership history for SRE

Occidental Asset Management, LLC currently holds 4.2K shares with a market value of $367.0K. It started holding SRE on 2025-06-30. At its peak, it held 4.2K shares on 2025-12-31. Its highest holding value was $371.1K on 2025-09-30. At its lowest, it held 4.1K shares on 2025-06-30, with a value of $307.1K on 2025-06-30. In the recent 180 days, Occidental Asset Management, LLC has increased its shares by 105.