Burney Company’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,302
| Closed | -$304K | – | 600 |
|
|
2024
Q4 | $304K | Sell |
4,302
-15,045
| -78% | -$1.06M | 0.01% | 499 |
|
|
2024
Q3 | $1.43M | Sell |
19,347
-56
| -0.3% | -$4.13K | 0.05% | 267 |
|
|
2024
Q2 | $1.37M | Sell |
19,403
-1,419
| -7% | -$99.9K | 0.05% | 275 |
|
|
2024
Q1 | $1.59M | Sell |
20,822
-43
| -0.2% | -$3.27K | 0.06% | 271 |
|
|
2023
Q4 | $1.32M | Sell |
20,865
-519
| -2% | -$32.9K | 0.06% | 290 |
|
|
2023
Q3 | $1.29M | Sell |
21,384
-3,014
| -12% | -$182K | 0.06% | 278 |
|
|
2023
Q2 | $1.55M | Sell |
24,398
-427
| -2% | -$27.2K | 0.07% | 262 |
|
|
2023
Q1 | $1.55M | Sell |
24,825
-755
| -3% | -$47.2K | 0.08% | 253 |
|
|
2022
Q4 | $1.58M | Sell |
25,580
-1,671
| -6% | -$103K | 0.08% | 235 |
|
|
2022
Q3 | $1.9M | Sell |
27,251
-2,435
| -8% | -$170K | 0.1% | 205 |
|
|
2022
Q2 | $2.59M | Sell |
29,686
-8,008
| -21% | -$697K | 0.14% | 176 |
|
|
2022
Q1 | $2.95M | Sell |
37,694
-51,455
| -58% | -$4.03M | 0.14% | 183 |
|
|
2021
Q4 | $6.25M | Sell |
89,149
-20,075
| -18% | -$1.41M | 0.27% | 112 |
|
|
2021
Q3 | $7.31M | Buy |
109,224
+2,930
| +3% | +$196K | 0.34% | 89 |
|
|
2021
Q2 | $7.04M | Sell |
106,294
-4,012
| -4% | -$266K | 0.33% | 91 |
|
|
2021
Q1 | $7.58M | Buy |
110,306
+35,111
| +47% | +$2.41M | 0.37% | 82 |
|
|
2020
Q4 | $4.57M | Sell |
75,195
-4,835
| -6% | -$294K | 0.25% | 121 |
|
|
2020
Q3 | $5.05M | Sell |
80,030
-35
| -0% | -$2.21K | 0.31% | 98 |
|
|
2020
Q2 | $5.53M | Buy |
80,065
+27,330
| +52% | +$1.89M | 0.36% | 80 |
|
|
2020
Q1 | $3.67M | Buy |
+52,735
| New | +$3.67M | 0.28% | 106 |
|