Brookfield Corp’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 | $60.8M | Buy |
699,626
+361,556
| +107% | +$30.8M | 0.08% | 32 |
|
|
2025
Q4 | $27.1M | Buy |
+338,070
| New | +$27.1M | 0.03% | 48 |
|
|
2022
Q4 | – | Sell |
-1,029,156
| Closed | -$71.8M | – | 740 |
|
|
2022
Q3 | $71.8M | Sell |
1,029,156
-556,514
| -35% | -$45.1M | 0.26% | 46 |
|
|
2022
Q2 | $138M | Buy |
+1,585,670
| New | +$140M | 0.59% | 29 |
|
|
2022
Q1 | – | Sell |
-90,581
| Closed | -$6.34M | – | 784 |
|
|
2021
Q4 | $6.34M | Buy |
+90,581
| New | +$6.24M | 0.02% | 190 |
|
|
2018
Q3 | – | Sell |
-324,883
| Closed | -$24.8M | – | 195 |
|
|
2018
Q2 | $24.8M | Buy |
+324,883
| New | +$23.7M | 0.08% | 80 |
|
|
2018
Q1 | – | Sell |
-636,900
| Closed | -$51.3M | – | 86 |
|
|
2017
Q4 | $51.3M | Buy |
+636,900
| New | +$51.7M | 0.23% | 59 |
|
|
2017
Q3 | – | Sell |
-21,400
| Closed | -$1.56M | – | 89 |
|
|
2017
Q2 | $1.56M | Buy |
+21,400
| New | +$1.71M | 0.01% | 119 |
|
|
2017
Q1 | – | Sell |
-524,310
| Closed | -$40.2M | – | 180 |
|
|
2016
Q4 | $40.2M | Sell |
524,310
-313,900
| -37% | -$22.7M | 0.23% | 56 |
|
|
2016
Q3 | $58.6M | Sell |
838,210
-91,200
| -10% | -$6.73M | 0.32% | 47 |
|
|
2016
Q2 | $73.2M | Buy |
929,410
+13,300
| +1% | +$919K | 0.36% | 47 |
|
|
2016
Q1 | $60.3M | Buy |
916,110
+526,087
| +135% | +$31.7M | 0.31% | 46 |
|
|
2015
Q4 | $21.5M | Buy |
390,023
+291,423
| +296% | +$16.6M | 0.12% | 65 |
|
|
2015
Q3 | $5.75M | Buy |
98,600
+29,500
| +43% | +$1.63M | 0.03% | 100 |
|
|
2015
Q2 | $3.68M | Buy |
+69,100
| New | +$3.79M | 0.02% | 118 |
|
Other funds holding SWX
CM
VPM
VCM
MC
