Ameritas Investment Partners’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.52M | Buy |
17,463
+430
| +3% | +$36.7K | 0.05% | 445 |
|
|
2025
Q4 | $1.36M | Sell |
17,033
-388
| -2% | -$31.1K | 0.04% | 484 |
|
|
2025
Q3 | $1.36M | Sell |
17,421
-923
| -5% | -$71.9K | 0.04% | 478 |
|
|
2025
Q2 | $1.36M | Buy |
18,344
+325
| +2% | +$23.4K | 0.04% | 501 |
|
|
2025
Q1 | $1.29M | Sell |
18,019
-425
| -2% | -$31.5K | 0.04% | 512 |
|
|
2024
Q4 | $1.3M | Sell |
18,444
-78
| -0.4% | -$5.8K | 0.04% | 526 |
|
|
2024
Q3 | $1.37M | Sell |
18,522
-251
| -1% | -$18.1K | 0.04% | 512 |
|
|
2024
Q2 | $1.32M | Sell |
18,773
-723
| -4% | -$54.1K | 0.05% | 500 |
|
|
2024
Q1 | $1.48M | Sell |
19,496
-370
| -2% | -$24K | 0.05% | 470 |
|
|
2023
Q4 | $1.26M | Buy |
19,866
+257
| +1% | +$15.4K | 0.05% | 523 |
|
|
2023
Q3 | $1.18M | Sell |
19,609
-2,091
| -10% | -$133K | 0.05% | 500 |
|
|
2023
Q2 | $1.38M | Sell |
21,700
-148
| -0.7% | -$8.75K | 0.05% | 455 |
|
|
2023
Q1 | $1.36M | Buy |
21,848
+740
| +4% | +$47.2K | 0.05% | 448 |
|
|
2022
Q4 | $1.4M | Hold |
21,108
| – | – | 0.06% | 445 |
|
|
2022
Q3 | $1.47M | Sell |
21,108
-1,672
| -7% | -$136K | 0.07% | 357 |
|
|
2022
Q2 | $1.98M | Buy |
22,780
+88
| +0.4% | +$7.77K | 0.09% | 243 |
|
|
2022
Q1 | $1.78M | Buy |
22,692
+1,830
| +9% | +$128K | 0.06% | 365 |
|
|
2021
Q4 | $1.46M | Buy |
20,862
+634
| +3% | +$43.7K | 0.05% | 468 |
|
|
2021
Q3 | $1.35M | Hold |
20,228
| – | – | 0.05% | 474 |
|
|
2021
Q2 | $1.34M | Sell |
20,228
-410
| -2% | -$28K | 0.05% | 485 |
|
|
2021
Q1 | $1.42M | Hold |
20,638
| – | – | 0.05% | 439 |
|
|
2020
Q4 | $1.25M | Sell |
20,638
-187
| -0.9% | -$12.3K | 0.06% | 445 |
|
|
2020
Q3 | $1.31M | Hold |
20,825
| – | – | 0.06% | 363 |
|
|
2020
Q2 | $1.44M | Buy |
20,825
+735
| +4% | +$53.5K | 0.07% | 321 |
|
|
2020
Q1 | $1.4M | Sell |
20,090
-9
| -0% | -$647 | 0.08% | 262 |
|
|
2019
Q4 | $1.53M | Buy |
20,099
+208
| +1% | +$16.9K | 0.07% | 335 |
|
|
2019
Q3 | $1.81M | Sell |
19,891
-288
| -1% | -$25.9K | 0.08% | 265 |
|
|
2019
Q2 | $1.81M | Buy |
20,179
+171
| +0.9% | +$14.5K | 0.08% | 269 |
|
|
2019
Q1 | $1.65M | Buy |
20,008
+539
| +3% | +$43.1K | 0.08% | 297 |
|
|
2018
Q4 | $1.49M | Buy |
19,469
+925
| +5% | +$74.3K | 0.08% | 292 |
|
|
2018
Q3 | $1.47M | Buy |
18,544
+286
| +2% | +$22.6K | 0.07% | 363 |
|
|
2018
Q2 | $1.39M | Sell |
18,258
-16
| -0.1% | -$1.17K | 0.07% | 377 |
|
|
2018
Q1 | $1.24M | Hold |
18,274
| – | – | 0.06% | 442 |
|
|
2017
Q4 | $1.47M | Sell |
18,274
-129
| -0.7% | -$10.5K | 0.07% | 378 |
|
|
2017
Q3 | $1.46M | Hold |
18,403
| – | – | 0.07% | 360 |
|
|
2017
Q2 | $1.34M | Buy |
18,403
+391
| +2% | +$31.3K | 0.07% | 393 |
|
|
2017
Q1 | $1.49M | Sell |
18,012
-563
| -3% | -$45.9K | 0.07% | 335 |
|
|
2016
Q4 | $1.42M | Hold |
18,575
| – | – | 0.07% | 352 |
|
|
2016
Q3 | $1.3M | Buy |
18,575
+7,460
| +67% | +$550K | 0.07% | 360 |
|
|
2016
Q2 | $875K | Buy |
11,115
+7,500
| +207% | +$518K | 0.06% | 341 |
|
|
2016
Q1 | $238K | Buy |
+3,615
| New | +$218K | 0.02% | 880 |
|
|
2015
Q4 | – | Sell |
-3,615
| Closed | -$211K | – | 1190 |
|
|
2015
Q3 | $211K | Buy |
+3,615
| New | +$200K | 0.02% | 905 |
|
|
2015
Q2 | – | Sell |
-4,167
| Closed | -$242K | – | 1218 |
|
|
2015
Q1 | $242K | Hold |
4,167
| – | – | 0.02% | 932 |
|
|
2014
Q4 | $258K | Hold |
4,167
| – | – | 0.02% | 887 |
|
|
2014
Q3 | $202K | Hold |
4,167
| – | – | 0.01% | 962 |
|
|
2014
Q2 | $220K | Buy |
4,167
+172
| +4% | +$9.12K | 0.02% | 961 |
|
|
2014
Q1 | $214K | Hold |
3,995
| – | – | 0.02% | 947 |
|
|
2013
Q4 | $223K | Buy |
+3,995
| New | +$211K | 0.02% | 930 |
|
Other funds holding SWX
CM
VPM
VCM
MC