Concourse Financial Group Securities’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,955
| Closed | -$141K | – | 7428 |
|
|
2024
Q4 | $141K | Sell |
1,955
-200
| -9% | -$14.4K | 0.01% | 843 |
|
|
2024
Q3 | $159K | Sell |
2,155
-119
| -5% | -$8.78K | 0.01% | 796 |
|
|
2024
Q2 | $160K | Sell |
2,274
-1,969
| -46% | -$139K | 0.01% | 767 |
|
|
2024
Q1 | $323K | Sell |
4,243
-202
| -5% | -$15.4K | 0.02% | 535 |
|
|
2023
Q4 | $282K | Buy |
4,445
+2,179
| +96% | +$138K | 0.02% | 555 |
|
|
2023
Q3 | $137K | Sell |
2,266
-288
| -11% | -$17.4K | 0.01% | 740 |
|
|
2023
Q2 | $163K | Hold |
2,554
| – | – | 0.01% | 705 |
|
|
2023
Q1 | $159K | Hold |
2,554
| – | – | 0.01% | 719 |
|
|
2022
Q4 | $158K | Buy |
2,554
+575
| +29% | +$35.6K | 0.01% | 676 |
|
|
2022
Q3 | $138K | Hold |
1,979
| – | – | 0.01% | 628 |
|
|
2022
Q2 | $172K | Buy |
1,979
+467
| +31% | +$40.6K | 0.01% | 631 |
|
|
2022
Q1 | $118K | Sell |
1,512
-456
| -23% | -$35.6K | 0.01% | 803 |
|
|
2021
Q4 | $138K | Hold |
1,968
| – | – | 0.01% | 866 |
|
|
2021
Q3 | $132K | Hold |
1,968
| – | – | 0.01% | 871 |
|
|
2021
Q2 | $130K | Sell |
1,968
-105
| -5% | -$6.94K | 0.01% | 870 |
|
|
2021
Q1 | $142K | Sell |
2,073
-666
| -24% | -$45.6K | 0.01% | 789 |
|
|
2020
Q4 | $166K | Buy |
2,739
+54
| +2% | +$3.27K | 0.01% | 691 |
|
|
2020
Q3 | $169K | Buy |
2,685
+200
| +8% | +$12.6K | 0.01% | 602 |
|
|
2020
Q2 | $172K | Buy |
2,485
+780
| +46% | +$54K | 0.02% | 553 |
|
|
2020
Q1 | $119K | Buy |
1,705
+34
| +2% | +$2.37K | 0.01% | 604 |
|
|
2019
Q4 | $127K | Buy |
1,671
+1,239
| +287% | +$94.2K | 0.01% | 627 |
|
|
2019
Q3 | $39K | Sell |
432
-39
| -8% | -$3.52K | 0.01% | 701 |
|
|
2019
Q2 | $42K | Hold |
471
| – | – | ﹤0.01% | 926 |
|
|
2019
Q1 | $38K | Buy |
471
+385
| +448% | +$31.1K | ﹤0.01% | 981 |
|
|
2018
Q4 | $6K | Sell |
86
-29
| -25% | -$2.02K | ﹤0.01% | 1613 |
|
|
2018
Q3 | $9K | Buy |
+115
| New | +$9K | ﹤0.01% | 1169 |
|