Covestor’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 | $111K | Buy |
1,500
+361
| +32% | +$26.7K | 0.07% | 491 |
|
|
2025
Q1 | $82K | Buy |
1,139
+126
| +12% | +$9.07K | 0.05% | 608 |
|
|
2024
Q4 | $72K | Buy |
1,013
+290
| +40% | +$20.6K | 0.05% | 705 |
|
|
2024
Q3 | $54K | Sell |
723
-257
| -26% | -$19.2K | 0.03% | 851 |
|
|
2024
Q2 | $69K | Sell |
980
-461
| -32% | -$32.5K | 0.04% | 710 |
|
|
2024
Q1 | $110K | Buy |
1,441
+125
| +9% | +$9.54K | 0.07% | 479 |
|
|
2023
Q4 | $83K | Sell |
1,316
-216
| -14% | -$13.6K | 0.06% | 610 |
|
|
2023
Q3 | $93K | Sell |
1,532
-317
| -17% | -$19.2K | 0.07% | 463 |
|
|
2023
Q2 | $118K | Buy |
1,849
+141
| +8% | +$9K | 0.09% | 345 |
|
|
2023
Q1 | $107K | Buy |
1,708
+1,089
| +176% | +$68.2K | 0.09% | 343 |
|
|
2022
Q4 | $38K | Buy |
619
+486
| +365% | +$29.8K | 0.03% | 839 |
|
|
2022
Q3 | $9K | Sell |
133
-1,356
| -91% | -$91.8K | 0.01% | 1316 |
|
|
2022
Q2 | $130K | Sell |
1,489
-953
| -39% | -$83.2K | 0.1% | 257 |
|
|
2022
Q1 | $191K | Buy |
2,442
+1,094
| +81% | +$85.6K | 0.13% | 165 |
|
|
2021
Q4 | $94K | Buy |
+1,348
| New | +$94K | 0.13% | 192 |
|