Geneos Wealth Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-222
| Closed | -$15.6K | – | 2619 |
|
|
2024
Q2 | $15.6K | Buy |
222
+2
| +0.9% | +$141 | ﹤0.01% | 1416 |
|
|
2024
Q1 | $16.8K | Buy |
220
+2
| +0.9% | +$152 | ﹤0.01% | 1417 |
|
|
2023
Q4 | $13.8K | Sell |
218
-504
| -70% | -$31.9K | ﹤0.01% | 1465 |
|
|
2023
Q3 | $43.6K | Buy |
722
+2
| +0.3% | +$121 | ﹤0.01% | 1118 |
|
|
2023
Q2 | $45.8K | Buy |
720
+2
| +0.3% | +$127 | ﹤0.01% | 1105 |
|
|
2023
Q1 | $44.8K | Buy |
718
+2
| +0.3% | +$125 | ﹤0.01% | 1113 |
|
|
2022
Q4 | $44.3K | Buy |
716
+2
| +0.3% | +$124 | ﹤0.01% | 1096 |
|
|
2022
Q3 | $49K | Sell |
714
-1,468
| -67% | -$101K | ﹤0.01% | 1043 |
|
|
2022
Q2 | $192K | Buy |
2,182
+1
| +0% | +$88 | 0.01% | 762 |
|
|
2022
Q1 | $170K | Buy |
2,181
+3
| +0.1% | +$234 | 0.01% | 864 |
|
|
2021
Q4 | $152K | Buy |
2,178
+1
| +0% | +$70 | 0.01% | 993 |
|
|
2021
Q3 | $147K | Buy |
2,177
+2
| +0.1% | +$135 | 0.01% | 993 |
|
|
2021
Q2 | $145K | Buy |
2,175
+102
| +5% | +$6.8K | 0.01% | 996 |
|
|
2021
Q1 | $144K | Hold |
2,073
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q4 | $139K | Buy |
2,073
+3
| +0.1% | +$201 | 0.01% | 993 |
|
|
2020
Q3 | $129K | Buy |
2,070
+2
| +0.1% | +$125 | 0.01% | 845 |
|
|
2020
Q2 | $135K | Buy |
2,068
+1
| +0% | +$65 | 0.01% | 794 |
|
|
2020
Q1 | $142K | Buy |
2,067
+2
| +0.1% | +$137 | 0.01% | 728 |
|
|
2019
Q4 | $155K | Sell |
2,065
-299
| -13% | -$22.4K | 0.01% | 794 |
|
|
2019
Q3 | $212K | Buy |
2,364
+1
| +0% | +$90 | 0.01% | 644 |
|
|
2019
Q2 | $211K | Buy |
2,363
+1
| +0% | +$89 | 0.01% | 653 |
|
|
2019
Q1 | $194K | Buy |
2,362
+186
| +9% | +$15.3K | 0.01% | 649 |
|
|
2018
Q4 | $164K | Hold |
2,176
| – | – | 0.01% | 663 |
|
|
2018
Q3 | $171K | Buy |
2,176
+304
| +16% | +$23.9K | 0.01% | 698 |
|
|
2018
Q2 | $142K | Hold |
1,872
| – | – | 0.01% | 669 |
|
|
2018
Q1 | $126K | Sell |
1,872
-676
| -27% | -$45.5K | 0.01% | 673 |
|
|
2017
Q4 | $205K | Hold |
2,548
| – | – | 0.02% | 530 |
|
|
2017
Q3 | $197K | Hold |
2,548
| – | – | 0.02% | 513 |
|
|
2017
Q2 | $186K | Buy |
2,548
+766
| +43% | +$55.9K | 0.02% | 516 |
|
|
2017
Q1 | $147K | Hold |
1,782
| – | – | 0.02% | 551 |
|
|
2016
Q4 | $136K | Hold |
1,782
| – | – | 0.02% | 537 |
|
|
2016
Q3 | $124K | Hold |
1,782
| – | – | 0.02% | 546 |
|
|
2016
Q2 | $139K | Hold |
1,782
| – | – | 0.02% | 514 |
|
|
2016
Q1 | $118K | Buy |
+1,782
| New | +$118K | 0.02% | 541 |
|