D.A. Davidson & Co’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 | $1.16M | Sell |
15,646
-120
| -0.8% | -$8.93K | 0.01% | 759 |
|
|
2025
Q1 | $1.13M | Hold |
15,766
| – | – | 0.01% | 731 |
|
|
2024
Q4 | $1.11M | Buy |
15,766
+175
| +1% | +$12.4K | 0.01% | 728 |
|
|
2024
Q3 | $1.15M | Sell |
15,591
-1,000
| -6% | -$73.8K | 0.01% | 722 |
|
|
2024
Q2 | $1.17M | Buy |
16,591
+490
| +3% | +$34.5K | 0.01% | 685 |
|
|
2024
Q1 | $1.23M | Buy |
16,101
+25
| +0.2% | +$1.9K | 0.01% | 673 |
|
|
2023
Q4 | $1.02M | Sell |
16,076
-137
| -0.8% | -$8.68K | 0.01% | 710 |
|
|
2023
Q3 | $979K | Hold |
16,213
| – | – | 0.01% | 684 |
|
|
2023
Q2 | $1.03M | Sell |
16,213
-100
| -0.6% | -$6.37K | 0.01% | 681 |
|
|
2023
Q1 | $1.02M | Buy |
16,313
+12
| +0.1% | +$749 | 0.01% | 664 |
|
|
2022
Q4 | $1.01M | Buy |
16,301
+100
| +0.6% | +$6.19K | 0.01% | 619 |
|
|
2022
Q3 | $1.13M | Sell |
16,201
-50
| -0.3% | -$3.49K | 0.01% | 555 |
|
|
2022
Q2 | $1.42M | Sell |
16,251
-4,873
| -23% | -$424K | 0.02% | 512 |
|
|
2022
Q1 | $1.65M | Sell |
21,124
-2
| -0% | -$157 | 0.02% | 505 |
|
|
2021
Q4 | $1.48M | Buy |
21,126
+4,317
| +26% | +$302K | 0.02% | 538 |
|
|
2021
Q3 | $1.12M | Sell |
16,809
-100
| -0.6% | -$6.69K | 0.01% | 598 |
|
|
2021
Q2 | $1.12M | Sell |
16,909
-20
| -0.1% | -$1.32K | 0.01% | 597 |
|
|
2021
Q1 | $1.16M | Buy |
16,929
+5,900
| +53% | +$405K | 0.01% | 550 |
|
|
2020
Q4 | $670K | Hold |
11,029
| – | – | 0.01% | 615 |
|
|
2020
Q3 | $696K | Sell |
11,029
-125
| -1% | -$7.89K | 0.01% | 540 |
|
|
2020
Q2 | $770K | Sell |
11,154
-100
| -0.9% | -$6.9K | 0.01% | 501 |
|
|
2020
Q1 | $783K | Sell |
11,254
-51
| -0.5% | -$3.55K | 0.02% | 497 |
|
|
2019
Q4 | $859K | Sell |
11,305
-283
| -2% | -$21.5K | 0.01% | 542 |
|
|
2019
Q3 | $1.06M | Hold |
11,588
| – | – | 0.02% | 460 |
|
|
2019
Q2 | $1.04M | Hold |
11,588
| – | – | 0.02% | 464 |
|
|
2019
Q1 | $889K | Sell |
11,588
-11
| -0.1% | -$844 | 0.02% | 530 |
|
|
2018
Q4 | $887K | Sell |
11,599
-100
| -0.9% | -$7.65K | 0.02% | 503 |
|
|
2018
Q3 | $925K | Sell |
11,699
-508
| -4% | -$40.2K | 0.02% | 535 |
|
|
2018
Q2 | $931K | Buy |
12,207
+19
| +0.2% | +$1.45K | 0.02% | 517 |
|
|
2018
Q1 | $824K | Sell |
12,188
-330
| -3% | -$22.3K | 0.02% | 520 |
|
|
2017
Q4 | $1.01M | Sell |
12,518
-150
| -1% | -$12.1K | 0.02% | 462 |
|
|
2017
Q3 | $983K | Buy |
12,668
+33
| +0.3% | +$2.56K | 0.02% | 510 |
|
|
2017
Q2 | $923K | Sell |
12,635
-100
| -0.8% | -$7.31K | 0.02% | 471 |
|
|
2017
Q1 | $1.06M | Buy |
12,735
+100
| +0.8% | +$8.28K | 0.03% | 428 |
|
|
2016
Q4 | $968K | Buy |
12,635
+50
| +0.4% | +$3.83K | 0.02% | 476 |
|
|
2016
Q3 | $879K | Buy |
12,585
+12,092
| +2,453% | +$845K | 0.02% | 491 |
|
|
2016
Q2 | $38K | Hold |
493
| – | – | ﹤0.01% | 1520 |
|
|
2016
Q1 | $32K | Buy |
493
+159
| +48% | +$10.3K | ﹤0.01% | 1560 |
|
|
2015
Q4 | $18K | Hold |
334
| – | – | ﹤0.01% | 1745 |
|
|
2015
Q3 | $19K | Hold |
334
| – | – | ﹤0.01% | 1686 |
|
|
2015
Q2 | $17K | Hold |
334
| – | – | ﹤0.01% | 1743 |
|
|
2015
Q1 | $19K | Hold |
334
| – | – | ﹤0.01% | 1674 |
|
|
2014
Q4 | $20K | Hold |
334
| – | – | ﹤0.01% | 1674 |
|
|
2014
Q3 | $16K | Hold |
334
| – | – | ﹤0.01% | 1731 |
|
|
2014
Q2 | $17K | Hold |
334
| – | – | ﹤0.01% | 1693 |
|
|
2014
Q1 | $17K | Buy |
+334
| New | +$17K | ﹤0.01% | 1681 |
|