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Atria Wealth Solutions’s Southwest Gas SWX Stock Holding History

Atria Wealth Solutions’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,219
Closed -$518K – 1880
2025
Q1 		$518K Buy
7,219
+3,600
+99% +$267K 0.01% 1180
2024
Q4 		$256K Hold
3,619
– – ﹤0.01% 1653
2024
Q3 		$267K Hold
3,619
– – ﹤0.01% 1589
2024
Q2 		$255K Sell
3,619
-200
-5% -$15K ﹤0.01% 1611
2024
Q1 		$291K Hold
3,819
– – ﹤0.01% 1570
2023
Q4 		$242K Hold
3,819
– – ﹤0.01% 1656
2023
Q3 		$231K Hold
3,819
– – ﹤0.01% 1594
2023
Q2 		$243K Hold
3,819
– – ﹤0.01% 1571
2023
Q1 		$238K Sell
3,819
-100
-3% -$6.37K ﹤0.01% 1563
2022
Q4 		$243K Buy
3,919
+100
+3% +$6.8K ﹤0.01% 1486
2022
Q3 		$266K Buy
3,819
+19
+0.5% +$1.54K ﹤0.01% 1373
2022
Q2 		$331K Hold
3,800
– – 0.01% 1163
2022
Q1 		$298K Buy
+3,800
New +$266K 0.01% 1320

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