Corient Private Wealth’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 | $571K | Buy |
7,682
+3,951
| +106% | +$294K | ﹤0.01% | 1727 |
|
|
2025
Q1 | $268K | Buy |
3,731
+514
| +16% | +$36.9K | ﹤0.01% | 1907 |
|
|
2024
Q4 | $227K | Sell |
3,217
-110
| -3% | -$7.78K | ﹤0.01% | 2043 |
|
|
2024
Q3 | $245K | Buy |
3,327
+89
| +3% | +$6.57K | ﹤0.01% | 2091 |
|
|
2024
Q2 | $228K | Buy |
3,238
+8
| +0.2% | +$563 | ﹤0.01% | 2052 |
|
|
2024
Q1 | $246K | Buy |
3,230
+16
| +0.5% | +$1.22K | ﹤0.01% | 1991 |
|
|
2023
Q4 | $204K | Sell |
3,214
-102
| -3% | -$6.46K | ﹤0.01% | 2068 |
|
|
2023
Q3 | $200K | Buy |
3,316
+113
| +4% | +$6.83K | ﹤0.01% | 1916 |
|
|
2023
Q2 | $204K | Buy |
+3,203
| New | +$204K | ﹤0.01% | 1857 |
|