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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $658K | Buy |
7,569
+3,502
| +86% | +$299K | ﹤0.01% | 1851 |
|
|
2025
Q4 | $325K | Buy |
4,067
+500
| +14% | +$40.1K | ﹤0.01% | 2191 |
|
|
2025
Q3 | $279K | Sell |
3,567
-942
| -21% | -$73.4K | ﹤0.01% | 2216 |
|
|
2025
Q2 | $335K | Buy |
4,509
+1,334
| +42% | +$96.2K | ﹤0.01% | 1985 |
|
|
2025
Q1 | $228K | Sell |
3,175
-383
| -11% | -$28.4K | ﹤0.01% | 2101 |
|
|
2024
Q4 | $252K | Buy |
3,558
+572
| +19% | +$42.5K | ﹤0.01% | 2006 |
|
|
2024
Q3 | $220K | Sell |
2,986
-1,882
| -39% | -$136K | ﹤0.01% | 2071 |
|
|
2024
Q2 | $343K | Buy |
4,868
+28
| +0.6% | +$2.1K | ﹤0.01% | 1734 |
|
|
2024
Q1 | $368K | Sell |
4,840
-1,801
| -27% | -$117K | ﹤0.01% | 1657 |
|
|
2023
Q4 | $421K | Buy |
6,641
+1,009
| +18% | +$60.6K | ﹤0.01% | 1863 |
|
|
2023
Q3 | $340K | Buy |
5,632
+2,294
| +69% | +$146K | ﹤0.01% | 1914 |
|
|
2023
Q2 | $212K | Buy |
+3,338
| New | +$197K | ﹤0.01% | 2217 |
|
|
2023
Q1 | – | Sell |
-3,247
| Closed | -$201K | – | 2378 |
|
|
2022
Q4 | $201K | Buy |
+3,247
| New | +$221K | ﹤0.01% | 1944 |
|
|
2022
Q3 | – | Sell |
-2,767
| Closed | -$241K | – | 3822 |
|
|
2022
Q2 | $241K | Buy |
2,767
+987
| +55% | +$87.1K | ﹤0.01% | 1562 |
|
|
2022
Q1 | $139K | Buy |
1,780
+1,129
| +173% | +$79.1K | ﹤0.01% | 2008 |
|
|
2021
Q4 | $46K | Sell |
651
-817
| -56% | -$56.3K | ﹤0.01% | 2740 |
|
|
2021
Q3 | $98K | Buy |
1,468
+28
| +2% | +$1.95K | ﹤0.01% | 2096 |
|
|
2021
Q2 | $95K | Sell |
1,440
-258
| -15% | -$17.6K | ﹤0.01% | 2075 |
|
|
2021
Q1 | $117K | Buy |
1,698
+915
| +117% | +$58K | ﹤0.01% | 1845 |
|
|
2020
Q4 | $48K | Buy |
783
+46
| +6% | +$3.03K | ﹤0.01% | 1848 |
|
|
2020
Q3 | $46K | Buy |
737
+51
| +7% | +$3.41K | ﹤0.01% | 1667 |
|
|
2020
Q2 | $47K | Buy |
+686
| New | +$49.9K | ﹤0.01% | 1649 |
|
|
2019
Q4 | – | Sell |
-211
| Closed | -$19K | – | 1710 |
|
|
2019
Q3 | $19K | Sell |
211
-130
| -38% | -$11.7K | ﹤0.01% | 1325 |
|
|
2019
Q2 | $31K | Hold |
341
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q1 | $28K | Sell |
341
-147
| -30% | -$11.8K | ﹤0.01% | 1061 |
|
|
2018
Q4 | $37K | Hold |
488
| – | – | ﹤0.01% | 863 |
|
|
2018
Q3 | $39K | Buy |
488
+95
| +24% | +$7.51K | ﹤0.01% | 822 |
|
|
2018
Q2 | $30K | Buy |
+393
| New | +$28.7K | ﹤0.01% | 833 |
|
Other funds holding SWX
CM
VPM
VCM
MC
