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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Hold |
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|
2025
Q1 | $409K | Hold |
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|
2024
Q4 | $403K | Hold |
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|
2024
Q3 | $420K | Sell |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $412K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $414K | Buy |
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|
2023
Q1 | $375K | Hold |
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|
2022
Q4 | $371K | Hold |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $566K | Hold |
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|
2022
Q1 | $509K | Hold |
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|
2021
Q4 | $455K | Hold |
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|
2021
Q3 | $435K | Hold |
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|
2021
Q2 | $430K | Hold |
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|
2021
Q1 | $447K | Buy |
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|
2020
Q4 | $365K | Sell |
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|
2020
Q3 | $432K | Hold |
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|
2020
Q2 | $473K | Hold |
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|
2020
Q1 | $476K | Buy |
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|
2019
Q4 | $266K | Hold |
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|
2019
Q3 | $319K | Hold |
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|
2019
Q2 | $314K | Hold |
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|
2019
Q1 | $288K | Hold |
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|
2018
Q4 | $268K | Hold |
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|
2018
Q3 | $277K | Hold |
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|
2018
Q2 | $267K | Hold |
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|
2018
Q1 | $237K | Hold |
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|
2017
Q4 | $282K | Buy |
|