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 |
|