CAPTRUST Financial Advisors’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 | $335K | Buy |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $139K | Buy |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $98K | Buy |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $117K | Buy |
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|
2020
Q4 | $48K | Buy |
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|
2020
Q3 | $46K | Buy |
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|
2020
Q2 | $47K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $19K | Sell |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $28K | Sell |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $39K | Buy |
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|
2018
Q2 | $30K | Buy |
|