Envestnet Portfolio Solutions’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
$859K Buy
11,542
+8,372
+264% +$623K ﹤0.01% 852
2025
Q1
$228K Sell
3,170
-75
-2% -$5.39K ﹤0.01% 1432
2024
Q4
$229K Buy
3,245
+391
+14% +$27.6K ﹤0.01% 1625
2024
Q3
$211K Buy
+2,854
New +$211K ﹤0.01% 1629