13D Management’s Southwest Gas SWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.2M Sell
96,798
-2,813
-3% -$209K 6.57% 4
2025
Q1
$7.15M Sell
99,611
-32,498
-25% -$2.33M 6.31% 5
2024
Q4
$9.34M Buy
132,109
+278
+0.2% +$19.7K 6.92% 3
2024
Q3
$9.72M Buy
131,831
+206
+0.2% +$15.2K 7.13% 3
2024
Q2
$9.26M Buy
131,625
+18,266
+16% +$1.29M 6.76% 3
2024
Q1
$8.63M Buy
113,359
+127
+0.1% +$9.67K 5.27% 2
2023
Q4
$7.17M Buy
113,232
+105,551
+1,374% +$6.69M 4.22% 7
2023
Q3
$464K Sell
7,681
-106,799
-93% -$6.45M 0.29% 26
2023
Q2
$7.29M Sell
114,480
-4,997
-4% -$318K 3.98% 8
2023
Q1
$7.46M Hold
119,477
3.79% 10
2022
Q4
$7.39M Sell
119,477
-5,723
-5% -$354K 3.89% 9
2022
Q3
$8.73M Buy
+125,200
New +$8.73M 4.57% 8