First Citizens Bank & Trust’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 | $779K | Buy |
+10,471
| New | +$779K | 0.01% | 325 |
|
|
2022
Q3 | – | Sell |
-4,811
| Closed | -$419K | – | 392 |
|
|
2022
Q2 | $419K | Sell |
4,811
-783
| -14% | -$68.2K | 0.01% | 241 |
|
|
2022
Q1 | $438K | Buy |
+5,594
| New | +$438K | 0.02% | 238 |
|
|
2017
Q1 | – | Sell |
-3,075
| Closed | -$236K | – | 532 |
|
|
2016
Q4 | $236K | Sell |
3,075
-1,382
| -31% | -$106K | 0.03% | 408 |
|
|
2016
Q3 | $311K | Sell |
4,457
-3,867
| -46% | -$270K | 0.03% | 392 |
|
|
2016
Q2 | $655K | Sell |
8,324
-895
| -10% | -$70.4K | 0.06% | 216 |
|
|
2016
Q1 | $607K | Sell |
9,219
-6,791
| -42% | -$447K | 0.05% | 230 |
|
|
2015
Q4 | $883K | Sell |
16,010
-497
| -3% | -$27.4K | 0.06% | 219 |
|
|
2015
Q3 | $963K | Buy |
16,507
+21
| +0.1% | +$1.23K | 0.07% | 216 |
|
|
2015
Q2 | $877K | Buy |
16,486
+1,229
| +8% | +$65.4K | 0.06% | 257 |
|
|
2015
Q1 | $887K | Buy |
15,257
+426
| +3% | +$24.8K | 0.06% | 234 |
|
|
2014
Q4 | $917K | Buy |
14,831
+27
| +0.2% | +$1.67K | 0.07% | 178 |
|
|
2014
Q3 | $719K | Buy |
14,804
+680
| +5% | +$33K | 0.06% | 209 |
|
|
2014
Q2 | $746K | Buy |
+14,124
| New | +$746K | 0.06% | 199 |
|