Atria Wealth Solutions’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $267K | Hold |
|
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $291K | Hold |
|
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $298K | Buy |
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