D.J. St. Germain’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 | $60.5K | Buy |
813
+537
| +195% | +$39.9K | ﹤0.01% | 440 |
|
2025
Q1 | $19.8K | Sell |
276
-569
| -67% | -$40.9K | ﹤0.01% | 506 |
|
2024
Q4 | $59.8K | Buy |
845
+569
| +206% | +$40.2K | ﹤0.01% | 401 |
|
2024
Q3 | $20.4K | Hold |
276
| – | – | ﹤0.01% | 472 |
|
2024
Q2 | $19.4K | Hold |
276
| – | – | ﹤0.01% | 480 |
|
2024
Q1 | $21K | Hold |
276
| – | – | ﹤0.01% | 479 |
|
2023
Q4 | $17.5K | Hold |
276
| – | – | ﹤0.01% | 501 |
|
2023
Q3 | $16.7K | Hold |
276
| – | – | ﹤0.01% | 484 |
|
2023
Q2 | $17.6K | Buy |
+276
| New | +$17.6K | ﹤0.01% | 487 |
|