Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $141K | Sell |
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|
2024
Q3 | $159K | Sell |
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|
2024
Q2 | $160K | Sell |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $137K | Sell |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $159K | Hold |
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|
2022
Q4 | $158K | Buy |
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|
2022
Q3 | $138K | Hold |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | $118K | Sell |
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|
2021
Q4 | $138K | Hold |
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|
2021
Q3 | $132K | Hold |
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|
2021
Q2 | $130K | Sell |
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|
2021
Q1 | $142K | Sell |
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|
2020
Q4 | $166K | Buy |
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|
2020
Q3 | $169K | Buy |
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|
2020
Q2 | $172K | Buy |
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|
2020
Q1 | $119K | Buy |
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|
2019
Q4 | $127K | Buy |
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|
2019
Q3 | $39K | Sell |
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|
2019
Q2 | $42K | Hold |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q4 | $6K | Sell |
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|
2018
Q3 | $9K | Buy |
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