First Manhattan’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 | $305K | Hold |
4,100
| – | – | ﹤0.01% | 616 |
|
|
2025
Q1 | $294K | Hold |
4,100
| – | – | ﹤0.01% | 586 |
|
|
2024
Q4 | $290K | Hold |
4,100
| – | – | ﹤0.01% | 600 |
|
|
2024
Q3 | $302K | Sell |
4,100
-150
| -4% | -$11.1K | ﹤0.01% | 578 |
|
|
2024
Q2 | $299K | Sell |
4,250
-380
| -8% | -$26.7K | ﹤0.01% | 572 |
|
|
2024
Q1 | $352K | Sell |
4,630
-800
| -15% | -$60.9K | ﹤0.01% | 566 |
|
|
2023
Q4 | $344K | Sell |
5,430
-645
| -11% | -$40.9K | ﹤0.01% | 542 |
|
|
2023
Q3 | $367K | Sell |
6,075
-800
| -12% | -$48.3K | ﹤0.01% | 537 |
|
|
2023
Q2 | $438K | Sell |
6,875
-2,870
| -29% | -$183K | ﹤0.01% | 516 |
|
|
2023
Q1 | $609K | Sell |
9,745
-320
| -3% | -$20K | ﹤0.01% | 476 |
|
|
2022
Q4 | $623K | Sell |
10,065
-420
| -4% | -$26K | ﹤0.01% | 481 |
|
|
2022
Q3 | $731K | Buy |
10,485
+900
| +9% | +$62.7K | ﹤0.01% | 448 |
|
|
2022
Q2 | $834K | Hold |
9,585
| – | – | ﹤0.01% | 443 |
|
|
2022
Q1 | $750K | Hold |
9,585
| – | – | ﹤0.01% | 501 |
|
|
2021
Q4 | $671K | Sell |
9,585
-4,470
| -32% | -$313K | ﹤0.01% | 508 |
|
|
2021
Q3 | $939K | Sell |
14,055
-550
| -4% | -$36.7K | ﹤0.01% | 437 |
|
|
2021
Q2 | $966K | Sell |
14,605
-2,300
| -14% | -$152K | ﹤0.01% | 429 |
|
|
2021
Q1 | $1.16M | Hold |
16,905
| – | – | 0.01% | 400 |
|
|
2020
Q4 | $1.03M | Sell |
16,905
-2,350
| -12% | -$143K | ﹤0.01% | 391 |
|
|
2020
Q3 | $1.21M | Sell |
19,255
-500
| -3% | -$31.5K | 0.01% | 366 |
|
|
2020
Q2 | $1.36M | Sell |
19,755
-200
| -1% | -$13.8K | 0.01% | 350 |
|
|
2020
Q1 | $1.39M | Buy |
19,955
+14,940
| +298% | +$1.04M | 0.01% | 338 |
|
|
2019
Q4 | $380K | Buy |
+5,015
| New | +$380K | ﹤0.01% | 572 |
|