Creative Planning’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 | $1.39M | Buy |
18,719
+5,132
| +38% | +$382K | ﹤0.01% | 1589 |
|
|
2025
Q1 | $976K | Sell |
13,587
-249
| -2% | -$17.9K | ﹤0.01% | 1733 |
|
|
2024
Q4 | $978K | Sell |
13,836
-393
| -3% | -$27.8K | ﹤0.01% | 1651 |
|
|
2024
Q3 | $1.05M | Sell |
14,229
-255
| -2% | -$18.8K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $1.02M | Buy |
14,484
+589
| +4% | +$41.5K | ﹤0.01% | 1381 |
|
|
2024
Q1 | $1.06M | Buy |
13,895
+247
| +2% | +$18.8K | ﹤0.01% | 1298 |
|
|
2023
Q4 | $865K | Buy |
13,648
+1,136
| +9% | +$72K | ﹤0.01% | 1311 |
|
|
2023
Q3 | $756K | Sell |
12,512
-2,262
| -15% | -$137K | ﹤0.01% | 1298 |
|
|
2023
Q2 | $940K | Buy |
14,774
+5,480
| +59% | +$349K | ﹤0.01% | 1153 |
|
|
2023
Q1 | $580K | Buy |
9,294
+985
| +12% | +$61.5K | ﹤0.01% | 1367 |
|
|
2022
Q4 | $514K | Buy |
8,309
+473
| +6% | +$29.3K | ﹤0.01% | 1402 |
|
|
2022
Q3 | $547K | Buy |
7,836
+855
| +12% | +$59.7K | ﹤0.01% | 1271 |
|
|
2022
Q2 | $608K | Sell |
6,981
-1,152
| -14% | -$100K | ﹤0.01% | 1204 |
|
|
2022
Q1 | $637K | Buy |
8,133
+768
| +10% | +$60.2K | ﹤0.01% | 1206 |
|
|
2021
Q4 | $516K | Buy |
7,365
+322
| +5% | +$22.6K | ﹤0.01% | 1283 |
|
|
2021
Q3 | $471K | Sell |
7,043
-81
| -1% | -$5.42K | ﹤0.01% | 1340 |
|
|
2021
Q2 | $472K | Sell |
7,124
-226
| -3% | -$15K | ﹤0.01% | 1312 |
|
|
2021
Q1 | $505K | Sell |
7,350
-21
| -0.3% | -$1.44K | ﹤0.01% | 1411 |
|
|
2020
Q4 | $448K | Sell |
7,371
-156
| -2% | -$9.48K | ﹤0.01% | 1360 |
|
|
2020
Q3 | $475K | Sell |
7,527
-119
| -2% | -$7.51K | ﹤0.01% | 1144 |
|
|
2020
Q2 | $528K | Sell |
7,646
-12
| -0.2% | -$829 | ﹤0.01% | 994 |
|
|
2020
Q1 | $533K | Buy |
7,658
+1,907
| +33% | +$133K | ﹤0.01% | 902 |
|
|
2019
Q4 | $437K | Buy |
5,751
+57
| +1% | +$4.33K | ﹤0.01% | 1175 |
|
|
2019
Q3 | $518K | Buy |
5,694
+772
| +16% | +$70.2K | ﹤0.01% | 1035 |
|
|
2019
Q2 | $441K | Buy |
4,922
+181
| +4% | +$16.2K | ﹤0.01% | 1146 |
|
|
2019
Q1 | $390K | Sell |
4,741
-17
| -0.4% | -$1.4K | ﹤0.01% | 1173 |
|
|
2018
Q4 | $364K | Sell |
4,758
-1,010
| -18% | -$77.3K | ﹤0.01% | 1115 |
|
|
2018
Q3 | $456K | Hold |
5,768
| – | – | ﹤0.01% | 1121 |
|
|
2018
Q2 | $440K | Buy |
5,768
+70
| +1% | +$5.34K | ﹤0.01% | 1127 |
|
|
2018
Q1 | $385K | Buy |
5,698
+339
| +6% | +$22.9K | ﹤0.01% | 1202 |
|
|
2017
Q4 | $431K | Buy |
5,359
+1,019
| +23% | +$82K | ﹤0.01% | 1148 |
|
|
2017
Q3 | $337K | Sell |
4,340
-25
| -0.6% | -$1.94K | ﹤0.01% | 1252 |
|
|
2017
Q2 | $319K | Buy |
4,365
+72
| +2% | +$5.26K | ﹤0.01% | 1247 |
|
|
2017
Q1 | $356K | Sell |
4,293
-552
| -11% | -$45.8K | ﹤0.01% | 1160 |
|
|
2016
Q4 | $371K | Sell |
4,845
-1,097
| -18% | -$84K | ﹤0.01% | 1076 |
|
|
2016
Q3 | $415K | Buy |
5,942
+674
| +13% | +$47.1K | ﹤0.01% | 989 |
|
|
2016
Q2 | $415K | Hold |
5,268
| – | – | ﹤0.01% | 866 |
|
|
2016
Q1 | $347K | Buy |
5,268
+925
| +21% | +$60.9K | ﹤0.01% | 915 |
|
|
2015
Q4 | $240K | Sell |
4,343
-250
| -5% | -$13.8K | ﹤0.01% | 1094 |
|
|
2015
Q3 | $268K | Buy |
+4,593
| New | +$268K | ﹤0.01% | 1022 |
|
|
2015
Q2 | – | Sell |
-4,593
| Closed | -$267K | – | 2666 |
|
|
2015
Q1 | $267K | Sell |
4,593
-1,869
| -29% | -$109K | ﹤0.01% | 1049 |
|
|
2014
Q4 | $399K | Buy |
6,462
+1,343
| +26% | +$82.9K | ﹤0.01% | 786 |
|
|
2014
Q3 | $249K | Buy |
5,119
+2,778
| +119% | +$135K | ﹤0.01% | 955 |
|
|
2014
Q2 | $124K | Sell |
2,341
-520
| -18% | -$27.5K | ﹤0.01% | 1290 |
|
|
2014
Q1 | $153K | Hold |
2,861
| – | – | ﹤0.01% | 1138 |
|
|
2013
Q4 | $160K | Buy |
2,861
+500
| +21% | +$28K | ﹤0.01% | 962 |
|
|
2013
Q3 | $118K | Buy |
2,361
+988
| +72% | +$49.4K | ﹤0.01% | 1021 |
|
|
2013
Q2 | $64K | Buy |
+1,373
| New | +$64K | ﹤0.01% | 1244 |
|