Capital Advisors Ltd’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 | $3K | Sell |
43
-4
| -9% | -$279 | ﹤0.01% | 1020 |
|
|
2025
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 1011 |
|
|
2024
Q4 | $3K | Buy |
47
+4
| +9% | +$255 | ﹤0.01% | 1030 |
|
|
2024
Q3 | $3K | Sell |
43
-22
| -34% | -$1.54K | ﹤0.01% | 1018 |
|
|
2024
Q2 | $5K | Buy |
65
+22
| +51% | +$1.69K | ﹤0.01% | 919 |
|
|
2024
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 1000 |
|
|
2023
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 966 |
|
|
2023
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 958 |
|
|
2023
Q2 | $3K | Buy |
43
+5
| +13% | +$349 | ﹤0.01% | 963 |
|
|
2023
Q1 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 938 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$2K | – | 1626 |
|
|
2022
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 906 |
|