Corient Private Wealth
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Corient Private Wealth’s Southwest Gas SWX Stock Holding History

Corient Private Wealth’s Portfolio SWX Stock Details SWX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$298K Buy
2025
Q2 		$280K Buy
2025
Q1 		$268K Buy
2024
Q4 		$227K Sell
2024
Q3 		$245K Buy
2024
Q2 		$228K Buy
2024
Q1 		$246K Buy
2023
Q4 		$204K Sell
2023
Q3 		$200K Buy
2023
Q2 		$204K Buy