Brinker Capital Investments’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	$304K	Buy	3,493 +338	+11%	+$28.8K	﹤0.01%	1663
2025 Q4	$252K	Sell	3,155 -124	-4%	-$9.93K	﹤0.01%	1892
2025 Q3	$257K	Buy	3,279 +46	+1%	+$3.58K	﹤0.01%	1842
2025 Q2	$240K	Sell	3,233 -1,629	-34%	-$117K	﹤0.01%	1808
2025 Q1	$349K	Sell	4,862 -23	-0.5%	-$1.7K	﹤0.01%	1567
2024 Q4	$345K	Sell	4,885 -1,031	-17%	-$76.6K	﹤0.01%	1488
2024 Q3	$436K	Buy	5,916 +569	+11%	+$41.1K	﹤0.01%	1384
2024 Q2	$376K	Sell	5,347 -348	-6%	-$26.1K	﹤0.01%	1379
2024 Q1	$434K	Sell	5,695 -472	-8%	-$30.6K	﹤0.01%	1328
2023 Q4	$399K	Sell	6,167 -696	-10%	-$41.8K	﹤0.01%	1296
2023 Q3	$415K	Sell	6,863 -420	-6%	-$26.8K	0.01%	1272
2023 Q2	$464K	Sell	7,283 -223	-3%	-$13.2K	﹤0.01%	1240
2023 Q1	$469K	Buy	7,506 +3,842	+105%	+$245K	0.01%	1162
2022 Q4	$227K	Buy	3,664 +595	+19%	+$40.5K	﹤0.01%	1252
2022 Q3	$214K	Buy	+3,069	New	+$249K	﹤0.01%	1254
2020 Q4	–	Sell	-4,077	Closed	-$257K	–	1190
2020 Q3	$257K	Buy	+4,077	New	+$273K	﹤0.01%	1049
2020 Q1	–	Sell	-51	Closed	-$4K	–	705
2019 Q4	$4K	Buy	+51	New	+$4.15K	﹤0.01%	720