Algert Global’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
180,172
+174,971
| +3,364% | +$13M | 0.28% | 70 |
|
|
2025
Q1 | $373K | Hold |
5,201
| – | – | 0.01% | 968 |
|
|
2024
Q4 | $368K | Buy |
+5,201
| New | +$368K | 0.01% | 964 |
|
|
2024
Q3 | – | Sell |
-5,773
| Closed | -$406K | – | 1570 |
|
|
2024
Q2 | $406K | Buy |
+5,773
| New | +$406K | 0.01% | 991 |
|
|
2023
Q1 | – | Sell |
-20,858
| Closed | -$1.29M | – | 1304 |
|
|
2022
Q4 | $1.29M | Hold |
20,858
| – | – | 0.07% | 465 |
|
|
2022
Q3 | $1.46M | Buy |
20,858
+5,388
| +35% | +$376K | 0.09% | 395 |
|
|
2022
Q2 | $1.35M | Buy |
15,470
+270
| +2% | +$23.5K | 0.1% | 350 |
|
|
2022
Q1 | $1.19M | Buy |
+15,200
| New | +$1.19M | 0.08% | 445 |
|
|
2020
Q2 | – | Sell |
-16,190
| Closed | -$1.13M | – | 501 |
|
|
2020
Q1 | $1.13M | Sell |
16,190
-400
| -2% | -$27.8K | 0.47% | 59 |
|
|
2019
Q4 | $1.26M | Buy |
16,590
+10,750
| +184% | +$816K | 0.38% | 97 |
|
|
2019
Q3 | $532K | Buy |
5,840
+2,260
| +63% | +$206K | 0.2% | 146 |
|
|
2019
Q2 | $321K | Hold |
3,580
| – | – | 0.12% | 216 |
|
|
2019
Q1 | $294K | Buy |
+3,580
| New | +$294K | 0.17% | 190 |
|