Gallagher Fiduciary 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
$430K Buy
5,775
+1,047
+22% +$77.9K 0.02% 196
2025
Q1
$339K Buy
4,728
+337
+8% +$24.2K 0.01% 216
2024
Q4
$310K Buy
4,391
+632
+17% +$44.7K 0.06% 218
2024
Q3
$277K Buy
3,759
+911
+32% +$67.2K 0.06% 211
2024
Q2
$200K Buy
+2,848
New +$200K 0.04% 241