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 |
|