Avantax Advisory Services’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	$299K	Buy	4,018 +629	+19%	+$46.8K	﹤0.01%	1907
2025 Q1	$243K	Sell	3,389 -59	-2%	-$4.24K	﹤0.01%	1976
2024 Q4	$244K	Sell	3,448 -88	-2%	-$6.22K	﹤0.01%	1930
2024 Q3	$261K	Sell	3,536 -314	-8%	-$23.2K	﹤0.01%	1857
2024 Q2	$271K	Buy	+3,850	New	+$271K	﹤0.01%	1760