Bell Investment Advisors’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 | $21.5K | Buy |
289
+34
| +13% | +$2.53K | ﹤0.01% | 403 |
|
|
2025
Q1 | $18.3K | Buy |
255
+8
| +3% | +$574 | ﹤0.01% | 416 |
|
|
2024
Q4 | $17.5K | Sell |
247
-6
| -2% | -$424 | ﹤0.01% | 428 |
|
|
2024
Q3 | $18.7K | Hold |
253
| – | – | ﹤0.01% | 420 |
|
|
2024
Q2 | $17.8K | Buy |
253
+31
| +14% | +$2.18K | ﹤0.01% | 419 |
|
|
2024
Q1 | $16.9K | Sell |
222
-22
| -9% | -$1.68K | ﹤0.01% | 415 |
|
|
2023
Q4 | $15.5K | Buy |
244
+75
| +44% | +$4.75K | ﹤0.01% | 419 |
|
|
2023
Q3 | $10.2K | Sell |
169
-28
| -14% | -$1.69K | ﹤0.01% | 499 |
|
|
2023
Q2 | $12.5K | Buy |
197
+103
| +110% | +$6.56K | ﹤0.01% | 433 |
|
|
2023
Q1 | $5.87K | Sell |
94
-35
| -27% | -$2.19K | ﹤0.01% | 705 |
|
|
2022
Q4 | $7.98K | Buy |
129
+7
| +6% | +$433 | ﹤0.01% | 575 |
|
|
2022
Q3 | $9K | Sell |
122
-2
| -2% | -$148 | ﹤0.01% | 455 |
|
|
2022
Q2 | $11K | Buy |
+124
| New | +$11K | ﹤0.01% | 413 |
|
|
2021
Q4 | $9K | Buy |
127
+7
| +6% | +$496 | ﹤0.01% | 534 |
|
|
2021
Q3 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 541 |
|