Plancorp, LLC's ownership history for SRE

Plancorp, LLC currently holds 4.7K shares with a market value of $412.0K. It started holding SRE on 2024-09-30. At its peak, it held 4.7K shares on 2025-12-31. Its highest holding value was $412.0K on 2025-12-31. At its lowest, it held 4.0K shares on 2024-09-30, with a value of $290.4K on 2025-03-31. In the recent 180 days, Plancorp, LLC has increased its shares by 543. In the recent year, Plancorp, LLC has increased its shares by 626.