Glass Jacobson Investment 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 | $22.3K | Hold |
300
| – | – | 0.01% | 375 |
|
|
2025
Q1 | $21.2K | Hold |
300
| – | – | 0.01% | 496 |
|
|
2024
Q4 | $21.2K | Hold |
300
| – | – | 0.01% | 496 |
|
|
2024
Q3 | $22.1K | Hold |
300
| – | – | 0.01% | 478 |
|
|
2024
Q2 | $21.1K | Hold |
300
| – | – | 0.01% | 468 |
|
|
2024
Q1 | $22.8K | Hold |
300
| – | – | 0.01% | 462 |
|
|
2023
Q4 | $19K | Hold |
300
| – | – | 0.01% | 446 |
|
|
2023
Q3 | $18.1K | Hold |
300
| – | – | 0.01% | 435 |
|
|
2023
Q2 | $19.1K | Buy |
+300
| New | +$19.1K | 0.01% | 432 |
|
|
2022
Q4 | $18.6K | Buy |
+300
| New | +$18.6K | 0.01% | 441 |
|