EverSource Wealth Advisors’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Buy |
440
+304
| +224% | +$22.6K | ﹤0.01% | 1915 |
|
|
2025
Q1 | $9.77K | Buy |
136
+13
| +11% | +$934 | ﹤0.01% | 2118 |
|
|
2024
Q4 | $8.7K | Buy |
123
+9
| +8% | +$636 | ﹤0.01% | 2075 |
|
|
2024
Q3 | $8.41K | Buy |
114
+68
| +148% | +$5.02K | ﹤0.01% | 1965 |
|
|
2024
Q2 | $3.41K | Buy |
46
+29
| +171% | +$2.15K | ﹤0.01% | 2357 |
|
|
2024
Q1 | $1.27K | Hold |
17
| – | – | ﹤0.01% | 2506 |
|
|
2023
Q4 | $1.08K | Sell |
17
-17
| -50% | -$1.08K | ﹤0.01% | 2381 |
|
|
2023
Q3 | $2.05K | Sell |
34
-16
| -32% | -$967 | ﹤0.01% | 1995 |
|
|
2023
Q2 | $3.18K | Sell |
50
-114
| -70% | -$7.26K | ﹤0.01% | 1899 |
|
|
2023
Q1 | $10.2K | Buy |
164
+56
| +52% | +$3.5K | ﹤0.01% | 1339 |
|
|
2022
Q4 | $6.68K | Hold |
108
| – | – | ﹤0.01% | 1486 |
|
|
2022
Q3 | $8K | Sell |
108
-148
| -58% | -$11K | ﹤0.01% | 1213 |
|
|
2022
Q2 | $22K | Buy |
+256
| New | +$22K | 0.01% | 808 |
|