Advisornet Financial’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
$52.1K Sell
700
-2
-0.3% -$149 ﹤0.01% 971
2025
Q1
$50.4K Sell
702
-3
-0.4% -$215 ﹤0.01% 927
2024
Q4
$49.9K Buy
705
+5
+0.7% +$354 ﹤0.01% 874
2024
Q3
$51.6K Hold
700
﹤0.01% 895
2024
Q2
$49.3K Sell
700
-12
-2% -$845 ﹤0.01% 821
2024
Q1
$54.2K Buy
712
+3
+0.4% +$228 0.01% 790
2023
Q4
$44.9K Buy
709
+3
+0.4% +$190 ﹤0.01% 832
2023
Q3
$42.6K Sell
706
-2,206
-76% -$133K ﹤0.01% 835
2023
Q2
$185K Buy
2,912
+1,001
+52% +$63.7K 0.02% 492
2023
Q1
$119K Hold
1,911
0.01% 582
2022
Q4
$118K Buy
1,911
+11
+0.6% +$681 0.01% 588
2022
Q3
$133K Hold
1,900
0.01% 587
2022
Q2
$165K Hold
1,900
0.02% 547
2022
Q1
$149K Hold
1,900
0.01% 627
2021
Q4
$133K Hold
1,900
0.01% 698
2021
Q3
$127K Hold
1,900
0.01% 705
2021
Q2
$126K Hold
1,900
0.01% 706
2021
Q1
$131K Hold
1,900
0.01% 673
2020
Q4
$115K Hold
1,900
0.01% 648
2020
Q3
$120K Hold
1,900
0.01% 624
2020
Q2
$131K Hold
1,900
0.01% 598
2020
Q1
$132K Hold
1,900
0.01% 550
2019
Q4
$144K Hold
1,900
0.01% 584
2019
Q3
$173K Hold
1,900
0.02% 539
2019
Q2
$170K Hold
1,900
0.02% 480
2019
Q1
$156K Hold
1,900
0.02% 465
2018
Q4
$145K Hold
1,900
0.02% 447
2018
Q3
$150K Buy
+1,900
New +$150K 0.02% 465