Allworth Financial’s Southwest Gas SWX Stock Holding History

Allworth Financial’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$137K	Buy	1,838 +1,445	+368%	+$107K	﹤0.01%	1358
2025 Q1	$28.8K	Buy	393 +47	+14%	+$3.44K	﹤0.01%	1849
2024 Q4	$25K	Buy	346 +53	+18%	+$3.83K	﹤0.01%	1952
2024 Q3	$21.6K	Sell	293 -1	-0.3%	-$74	﹤0.01%	1855
2024 Q2	$21.7K	Sell	294 -2,804	-91%	-$207K	﹤0.01%	1828
2024 Q1	$236K	Buy	3,098 +27	+0.9%	+$2.06K	﹤0.01%	727
2023 Q4	$195K	Buy	3,071 +2,576	+520%	+$163K	﹤0.01%	740
2023 Q3	$29.9K	Sell	495 -7	-1%	-$423	﹤0.01%	1312
2023 Q2	$32K	Buy	502 +269	+115%	+$17.1K	﹤0.01%	1295
2023 Q1	$14.6K	Buy	233 +16	+7%	+$999	﹤0.01%	1633
2022 Q4	$13.4K	Buy	217 +14	+7%	+$866	﹤0.01%	1585
2022 Q3	$14K	Buy	203 +2	+1%	+$138	﹤0.01%	1456
2022 Q2	$18K	Hold	201	–	–	﹤0.01%	1285
2022 Q1	$16K	Hold	201	–	–	﹤0.01%	1345
2021 Q4	$14K	Hold	201	–	–	﹤0.01%	1275
2021 Q3	$13K	Hold	201	–	–	﹤0.01%	1198
2021 Q2	$13K	Buy	201 +1	+0.5%	+$65	﹤0.01%	977
2021 Q1	$14K	Hold	200	–	–	﹤0.01%	891
2020 Q4	$12K	Hold	200	–	–	﹤0.01%	798
2020 Q3	$13K	Sell	200 -347	-63%	-$22.6K	﹤0.01%	657
2020 Q2	$38K	Hold	547	–	–	﹤0.01%	468
2020 Q1	$38K	Hold	547	–	–	﹤0.01%	444
2019 Q4	$42K	Hold	547	–	–	﹤0.01%	395
2019 Q3	$50K	Hold	547	–	–	﹤0.01%	326
2019 Q2	$49K	Hold	547	–	–	﹤0.01%	323
2019 Q1	$45K	Buy	547 +347	+174%	+$28.5K	﹤0.01%	329
2018 Q4	$15K	Hold	200	–	–	﹤0.01%	459
2018 Q3	$16K	Hold	200	–	–	﹤0.01%	474
2018 Q2	$15K	Hold	200	–	–	﹤0.01%	458
2018 Q1	$14K	Hold	200	–	–	﹤0.01%	434
2017 Q4	$16K	Hold	200	–	–	﹤0.01%	411
2017 Q3	$16K	Hold	200	–	–	﹤0.01%	400
2017 Q2	$15K	Hold	200	–	–	﹤0.01%	421
2017 Q1	$17K	Hold	200	–	–	﹤0.01%	391
2016 Q4	$15K	Hold	200	–	–	﹤0.01%	353
2016 Q3	$14K	Hold	200	–	–	﹤0.01%	373
2016 Q2	$16K	Hold	200	–	–	﹤0.01%	336
2016 Q1	$13K	Hold	200	–	–	﹤0.01%	361
2015 Q4	$11K	Hold	200	–	–	﹤0.01%	377
2015 Q3	$12K	Hold	200	–	–	﹤0.01%	372
2015 Q2	$11K	Hold	200	–	–	﹤0.01%	379
2015 Q1	$12K	Buy	+200	New	+$12K	﹤0.01%	376