Cerity Partners’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
Q3
$2.75M Buy
2025
Q2
$2.2M Buy
2025
Q1
$1.95M Buy
2024
Q4
$225K Sell
2024
Q3
$412K Buy
2024
Q2
$258K Sell
2024
Q1
$381K Buy