Dimensional Fund Advisors’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 | $77.7M | Sell |
1,044,854
-4,795
| -0.5% | -$357K | 0.02% | 1211 |
|
|
2025
Q1 | $75.4M | Buy |
1,049,649
+19,366
| +2% | +$1.39M | 0.02% | 1183 |
|
|
2024
Q4 | $72.9M | Buy |
1,030,283
+27,407
| +3% | +$1.94M | 0.02% | 1281 |
|
|
2024
Q3 | $74M | Buy |
1,002,876
+17,310
| +2% | +$1.28M | 0.02% | 1248 |
|
|
2024
Q2 | $69.4M | Buy |
985,566
+84,987
| +9% | +$5.98M | 0.02% | 1233 |
|
|
2024
Q1 | $68.6M | Buy |
900,579
+44,330
| +5% | +$3.37M | 0.02% | 1246 |
|
|
2023
Q4 | $54.2M | Buy |
856,249
+34,995
| +4% | +$2.22M | 0.02% | 1384 |
|
|
2023
Q3 | $49.6M | Buy |
821,254
+40,550
| +5% | +$2.45M | 0.02% | 1345 |
|
|
2023
Q2 | $49.7M | Buy |
780,704
+15,355
| +2% | +$977K | 0.02% | 1366 |
|
|
2023
Q1 | $47.8M | Buy |
765,349
+3,493
| +0.5% | +$218K | 0.02% | 1363 |
|
|
2022
Q4 | $47.1K | Buy |
761,856
+72,724
| +11% | +$4.5K | 0.01% | 1347 |
|
|
2022
Q3 | $48.1M | Buy |
689,132
+96,674
| +16% | +$6.74M | 0.02% | 1255 |
|
|
2022
Q2 | $51.6M | Sell |
592,458
-28,480
| -5% | -$2.48M | 0.02% | 1266 |
|
|
2022
Q1 | $48.6M | Sell |
620,938
-752
| -0.1% | -$58.9K | 0.02% | 1429 |
|
|
2021
Q4 | $43.5M | Sell |
621,690
-231
| -0% | -$16.2K | 0.01% | 1511 |
|
|
2021
Q3 | $41.6M | Buy |
621,921
+20,686
| +3% | +$1.38M | 0.01% | 1545 |
|
|
2021
Q2 | $39.8M | Sell |
601,235
-2,847
| -0.5% | -$188K | 0.01% | 1615 |
|
|
2021
Q1 | $41.5M | Sell |
604,082
-5,402
| -0.9% | -$371K | 0.01% | 1586 |
|
|
2020
Q4 | $37M | Sell |
609,484
-3,103
| -0.5% | -$189K | 0.01% | 1605 |
|
|
2020
Q3 | $38.7M | Sell |
612,587
-3,186
| -0.5% | -$201K | 0.02% | 1402 |
|
|
2020
Q2 | $42.5M | Sell |
615,773
-1,436
| -0.2% | -$99.1K | 0.02% | 1343 |
|
|
2020
Q1 | $42.9M | Sell |
617,209
-7,255
| -1% | -$505K | 0.02% | 1153 |
|
|
2019
Q4 | $47.4M | Sell |
624,464
-750
| -0.1% | -$57K | 0.02% | 1491 |
|
|
2019
Q3 | $56.9M | Sell |
625,214
-36,885
| -6% | -$3.36M | 0.02% | 1272 |
|
|
2019
Q2 | $59.3M | Sell |
662,099
-43,151
| -6% | -$3.87M | 0.02% | 1245 |
|
|
2019
Q1 | $58M | Sell |
705,250
-6,955
| -1% | -$572K | 0.02% | 1241 |
|
|
2018
Q4 | $54.5M | Buy |
712,205
+6,967
| +1% | +$533K | 0.02% | 1138 |
|
|
2018
Q3 | $55.7M | Buy |
705,238
+3,101
| +0.4% | +$245K | 0.02% | 1342 |
|
|
2018
Q2 | $53.6M | Buy |
702,137
+5,626
| +0.8% | +$429K | 0.02% | 1345 |
|
|
2018
Q1 | $47.1M | Buy |
696,511
+11,787
| +2% | +$797K | 0.02% | 1416 |
|
|
2017
Q4 | $55.1M | Sell |
684,724
-105,705
| -13% | -$8.51M | 0.02% | 1246 |
|
|
2017
Q3 | $61.4M | Sell |
790,429
-108,662
| -12% | -$8.43M | 0.03% | 1064 |
|
|
2017
Q2 | $65.7M | Sell |
899,091
-4,508
| -0.5% | -$329K | 0.03% | 912 |
|
|
2017
Q1 | $74.9M | Sell |
903,599
-500
| -0.1% | -$41.5K | 0.04% | 743 |
|
|
2016
Q4 | $69.3M | Sell |
904,099
-2,297
| -0.3% | -$176K | 0.03% | 767 |
|
|
2016
Q3 | $63.3M | Sell |
906,396
-1,407
| -0.2% | -$98.3K | 0.03% | 786 |
|
|
2016
Q2 | $71.5M | Buy |
907,803
+28,811
| +3% | +$2.27M | 0.04% | 621 |
|
|
2016
Q1 | $57.9M | Buy |
878,992
+11,270
| +1% | +$742K | 0.03% | 756 |
|
|
2015
Q4 | $47.9M | Buy |
867,722
+19,667
| +2% | +$1.08M | 0.03% | 891 |
|
|
2015
Q3 | $49.5M | Buy |
848,055
+11,850
| +1% | +$691K | 0.03% | 811 |
|
|
2015
Q2 | $44.5M | Buy |
836,205
+30,703
| +4% | +$1.63M | 0.03% | 990 |
|
|
2015
Q1 | $46.9M | Buy |
805,502
+58,603
| +8% | +$3.41M | 0.03% | 893 |
|
|
2014
Q4 | $46.2M | Buy |
746,899
+34,365
| +5% | +$2.12M | 0.03% | 842 |
|
|
2014
Q3 | $34.6M | Buy |
712,534
+28,674
| +4% | +$1.39M | 0.02% | 1014 |
|
|
2014
Q2 | $36.1M | Buy |
683,860
+68,138
| +11% | +$3.6M | 0.03% | 1010 |
|
|
2014
Q1 | $32.9M | Buy |
615,722
+48,474
| +9% | +$2.59M | 0.02% | 1019 |
|
|
2013
Q4 | $31.7M | Buy |
567,248
+23,780
| +4% | +$1.33M | 0.02% | 1014 |
|
|
2013
Q3 | $27.2M | Buy |
543,468
+51,708
| +11% | +$2.59M | 0.02% | 1057 |
|
|
2013
Q2 | $23M | Buy |
+491,760
| New | +$23M | 0.02% | 1113 |
|