AE Wealth 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	$239K	Sell	3,216 -642	-17%	-$47.8K	﹤0.01%	1225
2025 Q1	$277K	Sell	3,858 -35	-0.9%	-$2.51K	﹤0.01%	1125
2024 Q4	$275K	Buy	+3,893	New	+$275K	﹤0.01%	1138