Blue Trust Inc’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
$39.3K Buy
528
+58
+12% +$4.32K ﹤0.01% 1507
2025
Q1
$33.7K Buy
470
+127
+37% +$9.12K ﹤0.01% 1524
2024
Q4
$24.3K Sell
343
-446
-57% -$31.5K ﹤0.01% 1551
2024
Q3
$55.5K Buy
789
+215
+37% +$15.1K ﹤0.01% 1519
2024
Q2
$43.7K Buy
574
+282
+97% +$21.5K ﹤0.01% 1301
2024
Q1
$22.2K Sell
292
-19
-6% -$1.45K ﹤0.01% 1190
2023
Q4
$19K Buy
311
+208
+202% +$12.7K ﹤0.01% 1323
2023
Q3
$7K Buy
103
+101
+5,050% +$6.86K ﹤0.01% 1553
2023
Q2
$0 Sell
2
-1,077
-100% ﹤0.01% 2513
2023
Q1
$66K Buy
1,079
+201
+23% +$12.3K ﹤0.01% 918
2022
Q4
$62K Buy
878
+482
+122% +$34K ﹤0.01% 837
2022
Q3
$35K Sell
396
-55
-12% -$4.86K ﹤0.01% 889
2022
Q2
$35K Buy
+451
New +$35K ﹤0.01% 796