Buckley Wealth Management’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
Q2 | $235K | Sell |
2,650
-2,250
| -46% | -$201K | 0.06% | 100 |
|
|
2026
Q1 | $426K | Sell |
4,900
-200
| -4% | -$17.1K | 0.11% | 91 |
|
|
2025
Q4 | $408K | Sell |
5,100
-200
| -4% | -$16K | 0.11% | 88 |
|
|
2025
Q3 | $415K | Sell |
5,300
-400
| -7% | -$31.2K | 0.11% | 88 |
|
|
2025
Q2 | $424K | Hold |
5,700
| – | – | 0.13% | 89 |
|
|
2025
Q1 | $409K | Hold |
5,700
| – | – | 0.13% | 87 |
|
|
2024
Q4 | $403K | Hold |
5,700
| – | – | 0.12% | 85 |
|
|
2024
Q3 | $420K | Sell |
5,700
-300
| -5% | -$21.7K | 0.13% | 83 |
|
|
2024
Q2 | $422K | Hold |
6,000
| – | – | 0.13% | 85 |
|
|
2024
Q1 | $457K | Sell |
6,000
-500
| -8% | -$32.4K | 0.15% | 85 |
|
|
2023
Q4 | $412K | Hold |
6,500
| – | – | 0.14% | 87 |
|
|
2023
Q3 | $393K | Hold |
6,500
| – | – | 0.15% | 86 |
|
|
2023
Q2 | $414K | Buy |
6,500
+500
| +8% | +$29.6K | 0.14% | 91 |
|
|
2023
Q1 | $375K | Hold |
6,000
| – | – | 0.14% | 88 |
|
|
2022
Q4 | $371K | Hold |
6,000
| – | – | 0.14% | 88 |
|
|
2022
Q3 | $419K | Sell |
6,000
-500
| -8% | -$40.6K | 0.15% | 89 |
|
|
2022
Q2 | $566K | Hold |
6,500
| – | – | 0.18% | 88 |
|
|
2022
Q1 | $509K | Hold |
6,500
| – | – | 0.14% | 96 |
|
|
2021
Q4 | $455K | Hold |
6,500
| – | – | 0.13% | 102 |
|
|
2021
Q3 | $435K | Hold |
6,500
| – | – | 0.14% | 96 |
|
|
2021
Q2 | $430K | Hold |
6,500
| – | – | 0.15% | 94 |
|
|
2021
Q1 | $447K | Buy |
6,500
+500
| +8% | +$31.7K | 0.17% | 87 |
|
|
2020
Q4 | $365K | Sell |
6,000
-846
| -12% | -$55.7K | 0.15% | 95 |
|
|
2020
Q3 | $432K | Hold |
6,846
| – | – | 0.19% | 80 |
|
|
2020
Q2 | $473K | Hold |
6,846
| – | – | 0.21% | 80 |
|
|
2020
Q1 | $476K | Buy |
6,846
+3,346
| +96% | +$241K | 0.26% | 78 |
|
|
2019
Q4 | $266K | Hold |
3,500
| – | – | 0.12% | 117 |
|
|
2019
Q3 | $319K | Hold |
3,500
| – | – | 0.16% | 111 |
|
|
2019
Q2 | $314K | Hold |
3,500
| – | – | 0.15% | 123 |
|
|
2019
Q1 | $288K | Hold |
3,500
| – | – | 0.14% | 125 |
|
|
2018
Q4 | $268K | Hold |
3,500
| – | – | 0.14% | 123 |
|
|
2018
Q3 | $277K | Hold |
3,500
| – | – | 0.12% | 139 |
|
|
2018
Q2 | $267K | Hold |
3,500
| – | – | 0.13% | 141 |
|
|
2018
Q1 | $237K | Hold |
3,500
| – | – | 0.12% | 145 |
|
|
2017
Q4 | $282K | Buy |
+3,500
| New | +$284K | 0.14% | 138 |
|
Other funds holding SWX
CM
MC
Buckley Wealth Management's SWX Position: Q2 2026 in Review
Buckley Wealth Management reduced its Southwest Gas (SWX) stake by 46% in Q2 2026, selling an estimated $201K and leaving 2,650 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #100.
Buckley Wealth Management first reported a position in SWX in Q4 2017 and has held it in 35 quarters since. The position peaked at $566K in Q2 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.
- Buckley Wealth Management held 2,650 shares of Southwest Gas worth $235K as of Q2 2026.
- Buckley Wealth Management sold 2,250 Southwest Gas shares in Q2 2026, an estimated $201K.
- Southwest Gas made up 0.06% of Buckley Wealth Management's portfolio in Q2 2026, its #100 holding.
- Buckley Wealth Management first reported a position in Southwest Gas in Q4 2017 and has held it in 35 quarters since.
- Buckley Wealth Management's Southwest Gas position peaked at $566K in Q2 2022.
- 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.
Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.