Farther Finance 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 | $383K | Buy |
5,152
+4,690
| +1,015% | +$349K | 0.01% | 1043 |
|
|
2025
Q1 | $33.2K | Buy |
462
+422
| +1,055% | +$30.4K | ﹤0.01% | 2113 |
|
|
2024
Q4 | $2.83K | Buy |
40
+3
| +8% | +$212 | ﹤0.01% | 2875 |
|
|
2024
Q3 | $2.73K | Buy |
37
+2
| +6% | +$148 | ﹤0.01% | 2873 |
|
|
2024
Q2 | $2.42K | Buy |
35
+5
| +17% | +$346 | ﹤0.01% | 2712 |
|
|
2024
Q1 | $2.27K | Sell |
30
-5
| -14% | -$378 | ﹤0.01% | 2435 |
|
|
2023
Q4 | $2.22K | Buy |
+35
| New | +$2.22K | ﹤0.01% | 2393 |
|