Belpointe Asset Management’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	$219K	Sell	2,518 -664	-21%	-$56.6K	0.01%	978
2025 Q4	$255K	Buy	3,182 +12	+0.4%	+$961	0.01%	872
2025 Q3	$248K	Buy	3,170 +12	+0.4%	+$935	0.01%	852
2025 Q2	$235K	Buy	3,158 +13	+0.4%	+$937	0.01%	827
2025 Q1	$226K	Buy	3,145 +54	+2%	+$4K	0.01%	818
2024 Q4	$225K	Sell	3,091 -21	-0.7%	-$1.56K	0.01%	773
2024 Q3	$230K	Buy	3,112 +21	+0.7%	+$1.52K	0.01%	757
2024 Q2	$218K	Buy	3,091 +19	+0.6%	+$1.42K	0.02%	701
2024 Q1	$234K	Buy	+3,072	New	+$199K	0.02%	693
2023 Q2	–	Sell	-2,407	Closed	-$150K	–	3058
2023 Q1	$150K	Buy	2,407 +24	+1%	+$1.53K	0.01%	1082
2022 Q4	$147K	Buy	2,383 +192	+9%	+$13.1K	0.01%	1030
2022 Q3	$153K	Buy	2,191 +53	+2%	+$4.3K	0.01%	956
2022 Q2	$186K	Sell	2,138 -993	-32%	-$87.6K	0.01%	854
2022 Q1	$245K	Buy	3,131 +1,015	+48%	+$71.1K	0.01%	817
2021 Q4	$148K	Buy	2,116 +16	+0.8%	+$1.1K	0.01%	1022
2021 Q3	$140K	Buy	2,100 +15	+0.7%	+$1.05K	0.01%	1011
2021 Q2	$138K	Buy	+2,085	New	+$142K	0.01%	988