Bell Investment Advisors’s Southwest Gas SWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$24.9K Buy
287
+47
+20% +$4.01K ﹤0.01% 390
2025
Q4
$19.2K Sell
240
-49
-17% -$3.92K ﹤0.01% 458
2025
Q3
$22.6K Hold
289
﹤0.01% 379
2025
Q2
$21.5K Buy
289
+34
+13% +$2.45K ﹤0.01% 403
2025
Q1
$18.3K Buy
255
+8
+3% +$592 ﹤0.01% 416
2024
Q4
$17.5K Sell
247
-6
-2% -$446 ﹤0.01% 428
2024
Q3
$18.7K Hold
253
﹤0.01% 420
2024
Q2
$17.8K Buy
253
+31
+14% +$2.32K ﹤0.01% 419
2024
Q1
$16.9K Sell
222
-22
-9% -$1.43K ﹤0.01% 415
2023
Q4
$15.5K Buy
244
+75
+44% +$4.51K ﹤0.01% 419
2023
Q3
$10.2K Sell
169
-28
-14% -$1.79K ﹤0.01% 499
2023
Q2
$12.5K Buy
197
+103
+110% +$6.09K ﹤0.01% 433
2023
Q1
$5.87K Sell
94
-35
-27% -$2.23K ﹤0.01% 705
2022
Q4
$7.98K Buy
129
+7
+6% +$476 ﹤0.01% 575
2022
Q3
$9K Sell
122
-2
-2% -$162 ﹤0.01% 455
2022
Q2
$11K Buy
+124
New +$10.9K ﹤0.01% 413
2021
Q4
$9K Buy
127
+7
+6% +$482 ﹤0.01% 534
2021
Q3
$8K Buy
+120
New +$8.37K ﹤0.01% 541

Other funds holding SWX