Envestnet Asset Management’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 | $1.63M | Sell |
21,965
-723
| -3% | -$53.8K | ﹤0.01% | 2966 |
|
|
2025
Q1 | $1.63M | Buy |
22,688
+1,242
| +6% | +$89.2K | ﹤0.01% | 2864 |
|
|
2024
Q4 | $1.52M | Buy |
21,446
+350
| +2% | +$24.7K | ﹤0.01% | 2869 |
|
|
2024
Q3 | $1.56M | Sell |
21,096
-371
| -2% | -$27.4K | ﹤0.01% | 2845 |
|
|
2024
Q2 | $1.51M | Sell |
21,467
-1,928
| -8% | -$136K | ﹤0.01% | 2760 |
|
|
2024
Q1 | $1.78M | Sell |
23,395
-2,717
| -10% | -$207K | ﹤0.01% | 2648 |
|
|
2023
Q4 | $1.65M | Buy |
26,112
+355
| +1% | +$22.5K | ﹤0.01% | 2589 |
|
|
2023
Q3 | $1.56M | Sell |
25,757
-699
| -3% | -$42.2K | ﹤0.01% | 2513 |
|
|
2023
Q2 | $1.68M | Sell |
26,456
-3,089
| -10% | -$197K | ﹤0.01% | 2383 |
|
|
2023
Q1 | $1.85M | Buy |
29,545
+4,678
| +19% | +$292K | ﹤0.01% | 2252 |
|
|
2022
Q4 | $1.54M | Sell |
24,867
-357
| -1% | -$22.1K | ﹤0.01% | 2336 |
|
|
2022
Q3 | $1.76M | Buy |
25,224
+2,941
| +13% | +$205K | ﹤0.01% | 2156 |
|
|
2022
Q2 | $1.94M | Sell |
22,283
-16,265
| -42% | -$1.42M | ﹤0.01% | 2124 |
|
|
2022
Q1 | $3.02M | Buy |
38,548
+6,973
| +22% | +$546K | ﹤0.01% | 1940 |
|
|
2021
Q4 | $2.21M | Sell |
31,575
-2,874
| -8% | -$201K | ﹤0.01% | 2097 |
|
|
2021
Q3 | $2.3M | Buy |
34,449
+3,099
| +10% | +$207K | ﹤0.01% | 1998 |
|
|
2021
Q2 | $2.08M | Buy |
31,350
+2,378
| +8% | +$157K | ﹤0.01% | 2029 |
|
|
2021
Q1 | $1.99M | Buy |
28,972
+2,681
| +10% | +$184K | ﹤0.01% | 1937 |
|
|
2020
Q4 | $1.6M | Sell |
26,291
-3,857
| -13% | -$234K | ﹤0.01% | 1899 |
|
|
2020
Q3 | $1.9M | Sell |
30,148
-1,737
| -5% | -$110K | ﹤0.01% | 1641 |
|
|
2020
Q2 | $2.2M | Buy |
31,885
+332
| +1% | +$22.9K | ﹤0.01% | 1513 |
|
|
2020
Q1 | $2.2M | Buy |
31,553
+6,431
| +26% | +$447K | ﹤0.01% | 1374 |
|
|
2019
Q4 | $1.91M | Sell |
25,122
-8,486
| -25% | -$645K | ﹤0.01% | 1632 |
|
|
2019
Q3 | $3.06M | Sell |
33,608
-509
| -1% | -$46.3K | ﹤0.01% | 1310 |
|
|
2019
Q2 | $3.06M | Buy |
34,117
+2,665
| +8% | +$239K | ﹤0.01% | 1315 |
|
|
2019
Q1 | $2.59M | Buy |
31,452
+721
| +2% | +$59.3K | ﹤0.01% | 1342 |
|
|
2018
Q4 | $2.35M | Buy |
+30,731
| New | +$2.35M | ﹤0.01% | 1251 |
|
|
2018
Q3 | – | Sell |
-2,267
| Closed | -$173K | – | 2449 |
|
|
2018
Q2 | $173K | Sell |
2,267
-38
| -2% | -$2.9K | ﹤0.01% | 1740 |
|
|
2018
Q1 | $156K | Sell |
2,305
-295
| -11% | -$20K | ﹤0.01% | 1729 |
|
|
2017
Q4 | $209K | Buy |
2,600
+337
| +15% | +$27.1K | ﹤0.01% | 1825 |
|
|
2017
Q3 | $176K | Sell |
2,263
-152
| -6% | -$11.8K | ﹤0.01% | 1881 |
|
|
2017
Q2 | $176K | Buy |
2,415
+100
| +4% | +$7.29K | ﹤0.01% | 1916 |
|
|
2017
Q1 | $192K | Sell |
2,315
-35
| -1% | -$2.9K | ﹤0.01% | 1941 |
|
|
2016
Q4 | $180K | Buy |
2,350
+352
| +18% | +$27K | ﹤0.01% | 1936 |
|
|
2016
Q3 | $140K | Sell |
1,998
-442
| -18% | -$31K | ﹤0.01% | 2187 |
|
|
2016
Q2 | $192K | Buy |
2,440
+13
| +0.5% | +$1.02K | ﹤0.01% | 2115 |
|
|
2016
Q1 | $160K | Sell |
2,427
-1,721
| -41% | -$113K | ﹤0.01% | 2188 |
|
|
2015
Q4 | $229K | Buy |
4,148
+714
| +21% | +$39.4K | ﹤0.01% | 1960 |
|
|
2015
Q3 | $200K | Buy |
+3,434
| New | +$200K | ﹤0.01% | 2002 |
|
|
2015
Q1 | – | Sell |
-977
| Closed | -$60K | – | 2383 |
|
|
2014
Q4 | $60K | Sell |
977
-130
| -12% | -$7.98K | ﹤0.01% | 1346 |
|
|
2014
Q3 | $54K | Buy |
1,107
+303
| +38% | +$14.8K | ﹤0.01% | 1494 |
|
|
2014
Q2 | $42K | Buy |
804
+144
| +22% | +$7.52K | ﹤0.01% | 1503 |
|
|
2014
Q1 | $35K | Buy |
660
+45
| +7% | +$2.39K | ﹤0.01% | 1490 |
|
|
2013
Q4 | $34K | Buy |
615
+14
| +2% | +$774 | ﹤0.01% | 1349 |
|
|
2013
Q3 | $30K | Hold |
601
| – | – | ﹤0.01% | 1353 |
|
|
2013
Q2 | $28K | Buy |
+601
| New | +$28K | ﹤0.01% | 1336 |
|