de Creative Planning Southwest Gas SWX Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 2.86 M | Comprar |
32,279
+6,890
| +27% | +USD 617 k | ﹤0.01% | 1816 |
|
|
2026
Q1 | USD 2.21 M | Comprar |
25,389
+7,248
| +40% | +USD 618 k | ﹤0.01% | 1818 |
|
|
2025
Q4 | USD 1.45 M | Comprar |
18,141
+2,392
| +15% | +USD 192 k | ﹤0.01% | 1979 |
|
|
2025
Q3 | USD 1.23 M | Vender |
15,749
-2,970
| -16% | -USD 231 k | ﹤0.01% | 1924 |
|
|
2025
Q2 | USD 1.39 M | Comprar |
18,719
+5,132
| +38% | +USD 370 k | ﹤0.01% | 1593 |
|
|
2025
Q1 | USD 976 k | Vender |
13,587
-249
| -2% | -USD 18.4 k | ﹤0.01% | 1737 |
|
|
2024
Q4 | USD 978 k | Vender |
13,836
-393
| -3% | -USD 29.2 k | ﹤0.01% | 1655 |
|
|
2024
Q3 | USD 1.05 M | Vender |
14,229
-255
| -2% | -USD 18.4 k | ﹤0.01% | 1479 |
|
|
2024
Q2 | USD 1.02 M | Comprar |
14,484
+589
| +4% | +USD 44.1 k | ﹤0.01% | 1385 |
|
|
2024
Q1 | USD 1.06 M | Comprar |
13,895
+247
| +2% | +USD 16 k | ﹤0.01% | 1302 |
|
|
2023
Q4 | USD 865 k | Comprar |
13,648
+1,136
| +9% | +USD 68.3 k | ﹤0.01% | 1315 |
|
|
2023
Q3 | USD 756 k | Vender |
12,512
-2,262
| -15% | -USD 144 k | ﹤0.01% | 1301 |
|
|
2023
Q2 | USD 940 k | Comprar |
14,774
+5,480
| +59% | +USD 324 k | ﹤0.01% | 1158 |
|
|
2023
Q1 | USD 580 k | Comprar |
9,294
+985
| +12% | +USD 62.8 k | ﹤0.01% | 1372 |
|
|
2022
Q4 | USD 514 k | Comprar |
8,309
+473
| +6% | +USD 32.2 k | ﹤0.01% | 1408 |
|
|
2022
Q3 | USD 547 k | Comprar |
7,836
+855
| +12% | +USD 69.4 k | ﹤0.01% | 1279 |
|
|
2022
Q2 | USD 608 k | Vender |
6,981
-1,152
| -14% | -USD 102 k | ﹤0.01% | 1208 |
|
|
2022
Q1 | USD 637 k | Comprar |
8,133
+768
| +10% | +USD 53.8 k | ﹤0.01% | 1208 |
|
|
2021
Q4 | USD 516 k | Comprar |
7,365
+322
| +5% | +USD 22.2 k | ﹤0.01% | 1283 |
|
|
2021
Q3 | USD 471 k | Vender |
7,043
-81
| -1% | -USD 5.65 k | ﹤0.01% | 1340 |
|
|
2021
Q2 | USD 472 k | Vender |
7,124
-226
| -3% | -USD 15.4 k | ﹤0.01% | 1314 |
|
|
2021
Q1 | USD 505 k | Vender |
7,350
-21
| -0.3% | -USD 1.33 k | ﹤0.01% | 1434 |
|
|
2020
Q4 | USD 448 k | Vender |
7,371
-156
| -2% | -USD 10.3 k | ﹤0.01% | 1383 |
|
|
2020
Q3 | USD 475 k | Vender |
7,527
-119
| -2% | -USD 7.95 k | ﹤0.01% | 1161 |
|
|
2020
Q2 | USD 528 k | Vender |
7,646
-12
| -0.2% | -USD 873 | ﹤0.01% | 1004 |
|
|
2020
Q1 | USD 533 k | Comprar |
7,658
+1,907
| +33% | +USD 137 k | ﹤0.01% | 910 |
|
|
2019
Q4 | USD 437 k | Comprar |
5,751
+57
| +1% | +USD 4.64 k | ﹤0.01% | 1184 |
|
|
2019
Q3 | USD 518 k | Comprar |
5,694
+772
| +16% | +USD 69.4 k | ﹤0.01% | 1040 |
|
|
2019
Q2 | USD 441 k | Comprar |
4,922
+181
| +4% | +USD 15.4 k | ﹤0.01% | 1152 |
|
|
2019
Q1 | USD 390 k | Vender |
4,741
-17
| -0.4% | -USD 1.36 k | ﹤0.01% | 1181 |
|
|
2018
Q4 | USD 364 k | Vender |
4,758
-1,010
| -18% | -USD 81.1 k | ﹤0.01% | 1122 |
|
|
2018
Q3 | USD 456 k | Mantener |
5,768
| – | – | ﹤0.01% | 1130 |
|
|
2018
Q2 | USD 440 k | Comprar |
5,768
+70
| +1% | +USD 5.11 k | ﹤0.01% | 1137 |
|
|
2018
Q1 | USD 385 k | Comprar |
5,698
+339
| +6% | +USD 24.1 k | ﹤0.01% | 1213 |
|
|
2017
Q4 | USD 431 k | Comprar |
5,359
+1,019
| +23% | +USD 82.7 k | ﹤0.01% | 1158 |
|
|
2017
Q3 | USD 337 k | Vender |
4,340
-25
| -0.6% | -USD 1.98 k | ﹤0.01% | 1262 |
|
|
2017
Q2 | USD 319 k | Comprar |
4,365
+72
| +2% | +USD 5.76 k | ﹤0.01% | 1259 |
|
|
2017
Q1 | USD 356 k | Vender |
4,293
-552
| -11% | -USD 45 k | ﹤0.01% | 1168 |
|
|
2016
Q4 | USD 371 k | Vender |
4,845
-1,097
| -18% | -USD 79.2 k | ﹤0.01% | 1083 |
|
|
2016
Q3 | USD 415 k | Comprar |
5,942
+674
| +13% | +USD 49.7 k | ﹤0.01% | 993 |
|
|
2016
Q2 | USD 415 k | Mantener |
5,268
| – | – | ﹤0.01% | 868 |
|
|
2016
Q1 | USD 347 k | Comprar |
5,268
+925
| +21% | +USD 55.7 k | ﹤0.01% | 918 |
|
|
2015
Q4 | USD 240 k | Vender |
4,343
-250
| -5% | -USD 14.3 k | ﹤0.01% | 1103 |
|
|
2015
Q3 | USD 268 k | Comprar |
+4,593
| Nuevas | +USD 254 k | ﹤0.01% | 1028 |
|
|
2015
Q2 | – | Vender |
-4,593
| Cerradas | -USD 267 k | – | 2790 |
|
|
2015
Q1 | USD 267 k | Vender |
4,593
-1,869
| -29% | -USD 110 k | ﹤0.01% | 1054 |
|
|
2014
Q4 | USD 399 k | Comprar |
6,462
+1,343
| +26% | +USD 76.2 k | ﹤0.01% | 787 |
|
|
2014
Q3 | USD 249 k | Comprar |
5,119
+2,778
| +119% | +USD 142 k | ﹤0.01% | 956 |
|
|
2014
Q2 | USD 124 k | Vender |
2,341
-520
| -18% | -USD 27.6 k | ﹤0.01% | 1297 |
|
|
2014
Q1 | USD 153 k | Mantener |
2,861
| – | – | ﹤0.01% | 1139 |
|
|
2013
Q4 | USD 160 k | Comprar |
2,861
+500
| +21% | +USD 26.4 k | ﹤0.01% | 962 |
|
|
2013
Q3 | USD 118 k | Comprar |
2,361
+988
| +72% | +USD 47.9 k | ﹤0.01% | 1021 |
|
|
2013
Q2 | USD 64 k | Comprar |
+1,373
| Nuevas | +USD 66.9 k | ﹤0.01% | 1244 |
|
Otros fondos que tienen SWX en su cartera
Posición de Creative Planning en SWX: resumen de T2 2026
Creative Planning aumentó su participación en Southwest Gas (SWX) en 27% durante T2 2026, al comprar aproximadamente USD 617 k y elevar la posición a 32,279 acciones con un valor de USD 2.86 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1816.
Creative Planning reportó por primera vez una posición en SWX en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 411 fondos que sigue Wall St. Rank mantienen una posición en SWX.
- Al cierre de T2 2026, Creative Planning tenía 32,279 acciones de Southwest Gas con un valor de USD 2.86 M.
- Creative Planning compró 6,890 acciones de Southwest Gas en T2 2026, por un monto estimado de USD 617 k.
- Southwest Gas representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1816.
- Creative Planning reportó por primera vez una posición en Southwest Gas en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 411 fondos que sigue Wall St. Rank tenían Southwest Gas en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.