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 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