Bailard’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
Q3 | $392K | Buy |
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|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $608K | Buy |
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|
2024
Q3 | $443K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $322K | Hold |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $287K | Hold |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $271K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $431K | Buy |
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|
2019
Q4 | $334K | Buy |
|