BTC Capital Management’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 | $248K | Buy |
3,344
+159
| +5% | +$11.8K | 0.02% | 192 |
|
|
2025
Q1 | $229K | Buy |
3,185
+13
| +0.4% | +$933 | 0.02% | 200 |
|
|
2024
Q4 | $224K | Buy |
3,172
+54
| +2% | +$3.82K | 0.02% | 198 |
|
|
2024
Q3 | $230K | Buy |
3,118
+14
| +0.5% | +$1.03K | 0.02% | 205 |
|
|
2024
Q2 | $218K | Sell |
3,104
-235
| -7% | -$16.5K | 0.02% | 205 |
|
|
2024
Q1 | $254K | Buy |
+3,339
| New | +$254K | 0.02% | 214 |
|
|
2023
Q2 | – | Sell |
-4,667
| Closed | -$290K | – | 251 |
|
|
2023
Q1 | $290K | Buy |
4,667
+544
| +13% | +$33.8K | 0.03% | 194 |
|
|
2022
Q4 | $255K | Buy |
4,123
+524
| +15% | +$32.4K | 0.03% | 222 |
|
|
2022
Q3 | $250K | Buy |
3,599
+208
| +6% | +$14.4K | 0.03% | 221 |
|
|
2022
Q2 | $296K | Sell |
3,391
-3,239
| -49% | -$283K | 0.04% | 211 |
|
|
2022
Q1 | $520K | Buy |
6,630
+3,452
| +109% | +$271K | 0.05% | 178 |
|
|
2021
Q4 | $224K | Buy |
+3,178
| New | +$224K | 0.02% | 252 |
|