Brinker Capital Investments’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 | $240K | Sell |
3,233
-1,629
| -34% | -$121K | ﹤0.01% | 1808 |
|
|
2025
Q1 | $349K | Sell |
4,862
-23
| -0.5% | -$1.65K | ﹤0.01% | 1567 |
|
|
2024
Q4 | $345K | Sell |
4,885
-1,031
| -17% | -$72.9K | ﹤0.01% | 1488 |
|
|
2024
Q3 | $436K | Buy |
5,916
+569
| +11% | +$42K | ﹤0.01% | 1384 |
|
|
2024
Q2 | $376K | Sell |
5,347
-348
| -6% | -$24.5K | ﹤0.01% | 1379 |
|
|
2024
Q1 | $434K | Sell |
5,695
-472
| -8% | -$35.9K | ﹤0.01% | 1328 |
|
|
2023
Q4 | $399K | Sell |
6,167
-696
| -10% | -$45K | ﹤0.01% | 1296 |
|
|
2023
Q3 | $415K | Sell |
6,863
-420
| -6% | -$25.4K | 0.01% | 1273 |
|
|
2023
Q2 | $464K | Sell |
7,283
-223
| -3% | -$14.2K | ﹤0.01% | 1240 |
|
|
2023
Q1 | $469K | Buy |
7,506
+3,842
| +105% | +$240K | 0.01% | 1161 |
|
|
2022
Q4 | $227K | Buy |
3,664
+595
| +19% | +$36.8K | ﹤0.01% | 1252 |
|
|
2022
Q3 | $214K | Buy |
+3,069
| New | +$214K | ﹤0.01% | 1254 |
|
|
2020
Q4 | – | Sell |
-4,077
| Closed | -$257K | – | 1190 |
|
|
2020
Q3 | $257K | Buy |
+4,077
| New | +$257K | ﹤0.01% | 1049 |
|
|
2020
Q1 | – | Sell |
-51
| Closed | -$4K | – | 705 |
|
|
2019
Q4 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 720 |
|