Commonwealth Equity Services’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 | $395K | Sell |
4,546
-120
| -3% | -$10.2K | ﹤0.01% | 3413 |
|
|
2025
Q4 | $373K | Sell |
4,666
-174
| -4% | -$13.9K | ﹤0.01% | 3462 |
|
|
2025
Q3 | $379K | Sell |
4,840
-147
| -3% | -$11.5K | ﹤0.01% | 3420 |
|
|
2025
Q2 | $371K | Sell |
4,987
-317
| -6% | -$22.9K | ﹤0.01% | 3411 |
|
|
2025
Q1 | $381K | Sell |
5,304
-557
| -10% | -$41.2K | ﹤0.01% | 3274 |
|
|
2024
Q4 | $414K | Buy |
5,861
+111
| +2% | +$8.25K | ﹤0.01% | 3128 |
|
|
2024
Q3 | $424K | Buy |
5,750
+657
| +13% | +$47.5K | ﹤0.01% | 3031 |
|
|
2024
Q2 | $358K | Sell |
5,093
-3
| -0.1% | -$225 | ﹤0.01% | 3139 |
|
|
2024
Q1 | $388K | Buy |
5,096
+1
| +0% | +$65 | ﹤0.01% | 3046 |
|
|
2023
Q4 | $323K | Buy |
5,095
+416
| +9% | +$25K | ﹤0.01% | 3117 |
|
|
2023
Q3 | $283K | Sell |
4,679
-42
| -0.9% | -$2.68K | ﹤0.01% | 3087 |
|
|
2023
Q2 | $301K | Sell |
4,721
-1,697
| -26% | -$100K | ﹤0.01% | 3058 |
|
|
2023
Q1 | $400 | Sell |
6,418
-871
| -12% | -$55.5K | ﹤0.01% | 2737 |
|
|
2022
Q4 | $451K | Buy |
7,289
+1,170
| +19% | +$79.6K | ﹤0.01% | 2554 |
|
|
2022
Q3 | $426K | Buy |
6,119
+39
| +0.6% | +$3.16K | ﹤0.01% | 2548 |
|
|
2022
Q2 | $529K | Buy |
6,080
+331
| +6% | +$29.2K | ﹤0.01% | 2361 |
|
|
2022
Q1 | $450K | Buy |
5,749
+1,157
| +25% | +$81.1K | ﹤0.01% | 2605 |
|
|
2021
Q4 | $321K | Sell |
4,592
-54
| -1% | -$3.72K | ﹤0.01% | 2915 |
|
|
2021
Q3 | $310K | Buy |
4,646
+56
| +1% | +$3.91K | ﹤0.01% | 2885 |
|
|
2021
Q2 | $303K | Sell |
4,590
-288
| -6% | -$19.7K | ﹤0.01% | 2895 |
|
|
2021
Q1 | $335K | Sell |
4,878
-46
| -0.9% | -$2.92K | ﹤0.01% | 2674 |
|
|
2020
Q4 | $299K | Sell |
4,924
-850
| -15% | -$56K | ﹤0.01% | 2584 |
|
|
2020
Q3 | $364K | Sell |
5,774
-31
| -0.5% | -$2.07K | ﹤0.01% | 2213 |
|
|
2020
Q2 | $400K | Buy |
5,805
+251
| +5% | +$18.3K | ﹤0.01% | 2060 |
|
|
2020
Q1 | $386K | Buy |
5,554
+13
| +0.2% | +$934 | ﹤0.01% | 1878 |
|
|
2019
Q4 | $421K | Buy |
5,541
+3
| +0.1% | +$244 | ﹤0.01% | 2048 |
|
|
2019
Q3 | $504K | Buy |
5,538
+971
| +21% | +$87.3K | ﹤0.01% | 1819 |
|
|
2019
Q2 | $409K | Sell |
4,567
-106
| -2% | -$9K | ﹤0.01% | 1953 |
|
|
2019
Q1 | $384K | Buy |
4,673
+11
| +0.2% | +$880 | ﹤0.01% | 1968 |
|
|
2018
Q4 | $356K | Buy |
4,662
+91
| +2% | +$7.3K | ﹤0.01% | 1898 |
|
|
2018
Q3 | $361K | Buy |
+4,571
| New | +$361K | ﹤0.01% | 2022 |
|
Other funds holding SWX
CM
VPM
VCM
MC
