Ethic Inc’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 | $1.11M | Sell |
15,021
-803
| -5% | -$59.5K | 0.02% | 587 |
|
|
2025
Q1 | $1.14M | Sell |
15,824
-365
| -2% | -$26.3K | 0.02% | 568 |
|
|
2024
Q4 | $1.14M | Sell |
16,189
-2,509
| -13% | -$177K | 0.02% | 556 |
|
|
2024
Q3 | $1.42M | Sell |
18,698
-626
| -3% | -$47.7K | 0.04% | 476 |
|
|
2024
Q2 | $1.36M | Buy |
19,324
+626
| +3% | +$44.1K | 0.03% | 487 |
|
|
2024
Q1 | $1.42M | Buy |
18,698
+1,358
| +8% | +$103K | 0.04% | 476 |
|
|
2023
Q4 | $1.1M | Sell |
17,340
-918
| -5% | -$58.2K | 0.03% | 511 |
|
|
2023
Q3 | $1.1M | Buy |
18,258
+6,609
| +57% | +$399K | 0.04% | 451 |
|
|
2023
Q2 | $741K | Buy |
11,649
+5,414
| +87% | +$345K | 0.03% | 535 |
|
|
2023
Q1 | $389K | Sell |
6,235
-2,764
| -31% | -$173K | 0.02% | 729 |
|
|
2022
Q4 | $557K | Buy |
8,999
+2,067
| +30% | +$128K | 0.03% | 546 |
|
|
2022
Q3 | $483K | Sell |
6,932
-4,050
| -37% | -$282K | 0.03% | 503 |
|
|
2022
Q2 | $956K | Buy |
10,982
+1,632
| +17% | +$142K | 0.07% | 329 |
|
|
2022
Q1 | $732K | Buy |
9,350
+3,656
| +64% | +$286K | 0.05% | 373 |
|
|
2021
Q4 | $399K | Buy |
5,694
+1,668
| +41% | +$117K | 0.03% | 457 |
|
|
2021
Q3 | $269K | Buy |
+4,026
| New | +$269K | 0.03% | 504 |
|