Global Retirement Partners’s Southwest Gas SWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$152K Sell
1,901
-2
-0.1% -$160 ﹤0.01% 1641
2025
Q3
$149K Hold
1,903
﹤0.01% 1324
2025
Q2
$142K Buy
+1,903
New +$137K ﹤0.01% 1258
2024
Q4
$134K Sell
1,895
-251
-12% -$18.7K ﹤0.01% 1130
2024
Q3
$158K Sell
2,146
-150
-7% -$10.8K ﹤0.01% 1014
2024
Q2
$162K Buy
2,296
+636
+38% +$47.6K 0.01% 981
2024
Q1
$126K Hold
1,660
﹤0.01% 978
2023
Q4
$101K Sell
1,660
-233
-12% -$14K ﹤0.01% 1036
2023
Q3
$112K Buy
1,893
+87
+5% +$5.55K 0.01% 888
2023
Q2
$115K Sell
1,806
-85
-4% -$5.03K 0.01% 886
2023
Q1
$104K Buy
1,891
+1,853
+4,876% +$118K 0.01% 900
2022
Q4
$2.35K Buy
38
+34
+850% +$2.31K ﹤0.01% 2300
2022
Q3
$0 Hold
4
﹤0.01% 2965
2022
Q2
$0 Hold
4
﹤0.01% 2877
2022
Q1
$0 Buy
+4
New +$280 ﹤0.01% 2775

Other funds holding SWX