Franklin Resources’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 | $865K | Buy |
11,623
+394
| +4% | +$29.3K | ﹤0.01% | 2052 |
|
|
2025
Q1 | $806K | Buy |
11,229
+380
| +4% | +$27.3K | ﹤0.01% | 2052 |
|
|
2024
Q4 | $767K | Sell |
10,849
-9,830
| -48% | -$695K | ﹤0.01% | 2094 |
|
|
2024
Q3 | $1.54M | Buy |
20,679
+9,705
| +88% | +$722K | ﹤0.01% | 1814 |
|
|
2024
Q2 | $772K | Buy |
10,974
+6,301
| +135% | +$443K | ﹤0.01% | 2039 |
|
|
2024
Q1 | $356K | Sell |
4,673
-468
| -9% | -$35.6K | ﹤0.01% | 2395 |
|
|
2023
Q4 | $326K | Sell |
5,141
-52
| -1% | -$3.29K | ﹤0.01% | 2129 |
|
|
2023
Q3 | $314K | Buy |
5,193
+932
| +22% | +$56.3K | ﹤0.01% | 2128 |
|
|
2023
Q2 | $271K | Buy |
4,261
+466
| +12% | +$29.7K | ﹤0.01% | 2246 |
|
|
2023
Q1 | $237K | Sell |
3,795
-699,804
| -99% | -$43.7M | ﹤0.01% | 1944 |
|
|
2022
Q4 | $43.5M | Buy |
703,599
+527
| +0.1% | +$32.6K | 0.02% | 566 |
|
|
2022
Q3 | $49M | Buy |
703,072
+232
| +0% | +$16.2K | 0.03% | 527 |
|
|
2022
Q2 | $61.2M | Buy |
702,840
+1,145
| +0.2% | +$99.7K | 0.03% | 496 |
|
|
2022
Q1 | $54.9M | Sell |
701,695
-100,152
| -12% | -$7.84M | 0.02% | 577 |
|
|
2021
Q4 | $56.2M | Sell |
801,847
-100,809
| -11% | -$7.06M | 0.02% | 607 |
|
|
2021
Q3 | $60.4M | Sell |
902,656
-99,044
| -10% | -$6.62M | 0.02% | 592 |
|
|
2021
Q2 | $66.3M | Sell |
1,001,700
-4
| -0% | -$265 | 0.03% | 558 |
|
|
2021
Q1 | $68.8M | Sell |
1,001,704
-40
| -0% | -$2.75K | 0.03% | 520 |
|
|
2020
Q4 | $60.9M | Buy |
1,001,744
+215
| +0% | +$13.1K | 0.03% | 533 |
|
|
2020
Q3 | $63.2M | Sell |
1,001,529
-350
| -0% | -$22.1K | 0.03% | 490 |
|
|
2020
Q2 | $72.3M | Buy |
1,001,879
+83
| +0% | +$5.99K | 0.04% | 458 |
|
|
2020
Q1 | $69.7M | Buy |
1,001,796
+454,441
| +83% | +$31.6M | 0.05% | 379 |
|
|
2019
Q4 | $41.6M | Buy |
547,355
+502,029
| +1,108% | +$38.1M | 0.02% | 583 |
|
|
2019
Q3 | $4.13M | Sell |
45,326
-43
| -0.1% | -$3.91K | ﹤0.01% | 1037 |
|
|
2019
Q2 | $4.07M | Buy |
+45,369
| New | +$4.07M | ﹤0.01% | 1062 |
|
|
2019
Q1 | – | Sell |
-10,012
| Closed | -$766K | – | 1528 |
|
|
2018
Q4 | $766K | Buy |
+10,012
| New | +$766K | ﹤0.01% | 1252 |
|
|
2018
Q2 | – | Sell |
-59,310
| Closed | -$4.01M | – | 1532 |
|
|
2018
Q1 | $4.01M | Buy |
59,310
+39,789
| +204% | +$2.69M | ﹤0.01% | 1079 |
|
|
2017
Q4 | $1.57M | Sell |
19,521
-3,626
| -16% | -$292K | ﹤0.01% | 1256 |
|
|
2017
Q3 | $1.8M | Buy |
23,147
+9,823
| +74% | +$762K | ﹤0.01% | 1234 |
|
|
2017
Q2 | $974K | Buy |
+13,324
| New | +$974K | ﹤0.01% | 1307 |
|