Bailard’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 | $320K | Sell |
4,300
-4,900
| -53% | -$365K | 0.01% | 583 |
|
|
2025
Q1 | $661K | Buy |
9,200
+600
| +7% | +$43.1K | 0.02% | 394 |
|
|
2024
Q4 | $608K | Buy |
8,600
+2,600
| +43% | +$184K | 0.02% | 425 |
|
|
2024
Q3 | $443K | Buy |
+6,000
| New | +$443K | 0.01% | 491 |
|
|
2022
Q4 | – | Sell |
-3,700
| Closed | -$258K | – | 779 |
|
|
2022
Q3 | $258K | Hold |
3,700
| – | – | 0.01% | 503 |
|
|
2022
Q2 | $322K | Hold |
3,700
| – | – | 0.01% | 463 |
|
|
2022
Q1 | $290K | Sell |
3,700
-400
| -10% | -$31.4K | 0.01% | 539 |
|
|
2021
Q4 | $287K | Hold |
4,100
| – | – | 0.01% | 550 |
|
|
2021
Q3 | $274K | Hold |
4,100
| – | – | 0.01% | 566 |
|
|
2021
Q2 | $271K | Buy |
+4,100
| New | +$271K | 0.01% | 576 |
|
|
2020
Q2 | – | Sell |
-6,200
| Closed | -$431K | – | 554 |
|
|
2020
Q1 | $431K | Buy |
6,200
+1,800
| +41% | +$125K | 0.03% | 252 |
|
|
2019
Q4 | $334K | Buy |
+4,400
| New | +$334K | 0.02% | 386 |
|