Fiduciary Trust’s Southwest Gas SWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,000
Closed -$937K 636
2023
Q1
$937K Hold
15,000
0.02% 336
2022
Q4
$928K Hold
15,000
0.02% 349
2022
Q3
$1.05M Hold
15,000
0.02% 314
2022
Q2
$1.31M Hold
15,000
0.03% 289
2022
Q1
$1.17M Hold
15,000
0.02% 324
2021
Q4
$1.05M Hold
15,000
0.02% 348
2021
Q3
$1M Hold
15,000
0.02% 335
2021
Q2
$993K Sell
15,000
-22
-0.1% -$1.46K 0.02% 337
2021
Q1
$1.03M Hold
15,022
0.02% 324
2020
Q4
$913K Buy
+15,022
New +$913K 0.02% 336
2019
Q2
Sell
-10,000
Closed -$823K 503
2019
Q1
$823K Hold
10,000
0.02% 276
2018
Q4
$765K Hold
10,000
0.02% 259
2018
Q3
$790K Hold
10,000
0.02% 287
2018
Q2
$763K Hold
10,000
0.02% 283
2018
Q1
$676K Hold
10,000
0.02% 289
2017
Q4
$805K Hold
10,000
0.02% 275
2017
Q3
$776K Hold
10,000
0.02% 277
2017
Q2
$731K Hold
10,000
0.02% 289
2017
Q1
$829K Hold
10,000
0.03% 279
2016
Q4
$766K Hold
10,000
0.02% 285
2016
Q3
$699K Hold
10,000
0.02% 305
2016
Q2
$787K Hold
10,000
0.03% 288
2016
Q1
$659K Hold
10,000
0.02% 311
2015
Q4
$552K Hold
10,000
0.02% 287
2015
Q3
$583K Hold
10,000
0.03% 268
2015
Q2
$532K Hold
10,000
0.02% 259
2015
Q1
$582K Hold
10,000
0.02% 247
2014
Q4
$618K Hold
10,000
0.03% 245
2014
Q3
$486K Hold
10,000
0.02% 242
2014
Q2
$528K Hold
10,000
0.02% 238
2014
Q1
$535K Hold
10,000
0.02% 226
2013
Q4
$559K Hold
10,000
0.02% 217
2013
Q3
$500K Hold
10,000
0.02% 220
2013
Q2
$468K Buy
+10,000
New +$468K 0.02% 227