Atria Wealth Solutions’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 | – | Sell |
-7,219
| Closed | -$518K | – | 1871 |
|
|
2025
Q1 | $518K | Buy |
7,219
+3,600
| +99% | +$258K | 0.01% | 1172 |
|
|
2024
Q4 | $256K | Hold |
3,619
| – | – | ﹤0.01% | 1627 |
|
|
2024
Q3 | $267K | Hold |
3,619
| – | – | ﹤0.01% | 1576 |
|
|
2024
Q2 | $255K | Sell |
3,619
-200
| -5% | -$14.1K | ﹤0.01% | 1591 |
|
|
2024
Q1 | $291K | Hold |
3,819
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q4 | $242K | Hold |
3,819
| – | – | ﹤0.01% | 1644 |
|
|
2023
Q3 | $231K | Hold |
3,819
| – | – | ﹤0.01% | 1584 |
|
|
2023
Q2 | $243K | Hold |
3,819
| – | – | ﹤0.01% | 1564 |
|
|
2023
Q1 | $238K | Sell |
3,819
-100
| -3% | -$6.25K | ﹤0.01% | 1554 |
|
|
2022
Q4 | $243K | Buy |
3,919
+100
| +3% | +$6.19K | ﹤0.01% | 1478 |
|
|
2022
Q3 | $266K | Buy |
3,819
+19
| +0.5% | +$1.33K | ﹤0.01% | 1365 |
|
|
2022
Q2 | $331K | Hold |
3,800
| – | – | 0.01% | 1138 |
|
|
2022
Q1 | $298K | Buy |
+3,800
| New | +$298K | 0.01% | 1319 |
|