Atria Investments’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 | $434K | Buy |
5,831
+897
| +18% | +$66.7K | 0.01% | 1500 |
|
|
2025
Q1 | $354K | Buy |
4,934
+327
| +7% | +$23.5K | ﹤0.01% | 1524 |
|
|
2024
Q4 | $326K | Buy |
4,607
+608
| +15% | +$43K | ﹤0.01% | 1560 |
|
|
2024
Q3 | $295K | Buy |
3,999
+848
| +27% | +$62.5K | ﹤0.01% | 1628 |
|
|
2024
Q2 | $222K | Buy |
+3,151
| New | +$222K | ﹤0.01% | 1759 |
|