Cetera Investment Advisers’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 | $1M | Buy |
13,453
+2,477
| +23% | +$184K | ﹤0.01% | 2369 |
|
|
2025
Q1 | $788K | Buy |
10,976
+3,159
| +40% | +$227K | ﹤0.01% | 2459 |
|
|
2024
Q4 | $553K | Sell |
7,817
-177
| -2% | -$12.5K | ﹤0.01% | 2602 |
|
|
2024
Q3 | $590K | Buy |
7,994
+82
| +1% | +$6.05K | ﹤0.01% | 2516 |
|
|
2024
Q2 | $557K | Sell |
7,912
-1,249
| -14% | -$87.9K | ﹤0.01% | 2502 |
|
|
2024
Q1 | $697K | Buy |
+9,161
| New | +$697K | ﹤0.01% | 2351 |
|