Creative Planning’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
Q3 | $1.23M | Sell |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $976K | Sell |
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|
2024
Q4 | $978K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $865K | Buy |
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|
2023
Q3 | $756K | Sell |
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|
2023
Q2 | $940K | Buy |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $514K | Buy |
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|
2022
Q3 | $547K | Buy |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $637K | Buy |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $471K | Sell |
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|
2021
Q2 | $472K | Sell |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $448K | Sell |
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|
2020
Q3 | $475K | Sell |
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|
2020
Q2 | $528K | Sell |
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|
2020
Q1 | $533K | Buy |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $518K | Buy |
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|
2019
Q2 | $441K | Buy |
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|
2019
Q1 | $390K | Sell |
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|
2018
Q4 | $364K | Sell |
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|
2018
Q3 | $456K | Hold |
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|
2018
Q2 | $440K | Buy |
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|
2018
Q1 | $385K | Buy |
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|
2017
Q4 | $431K | Buy |
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|
2017
Q3 | $337K | Sell |
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|
2017
Q2 | $319K | Buy |
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|
2017
Q1 | $356K | Sell |
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|
2016
Q4 | $371K | Sell |
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|
2016
Q3 | $415K | Buy |
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|
2016
Q2 | $415K | Hold |
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|
2016
Q1 | $347K | Buy |
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|
2015
Q4 | $240K | Sell |
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|
2015
Q3 | $268K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $267K | Sell |
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|
2014
Q4 | $399K | Buy |
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|
2014
Q3 | $249K | Buy |
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|
2014
Q2 | $124K | Sell |
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|
2014
Q1 | $153K | Hold |
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|
2013
Q4 | $160K | Buy |
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|
2013
Q3 | $118K | Buy |
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|
2013
Q2 | $64K | Buy |
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