Global Retirement Partners’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 | $142K | Buy |
+1,903
| New | +$142K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $134K | Sell |
1,895
-251
| -12% | -$17.8K | ﹤0.01% | 1130 |
|
|
2024
Q3 | $158K | Sell |
2,146
-150
| -7% | -$11.1K | ﹤0.01% | 1014 |
|
|
2024
Q2 | $162K | Buy |
2,296
+636
| +38% | +$44.8K | 0.01% | 981 |
|
|
2024
Q1 | $126K | Hold |
1,660
| – | – | ﹤0.01% | 978 |
|
|
2023
Q4 | $101K | Sell |
1,660
-233
| -12% | -$14.2K | ﹤0.01% | 1036 |
|
|
2023
Q3 | $112K | Buy |
1,893
+87
| +5% | +$5.14K | 0.01% | 887 |
|
|
2023
Q2 | $115K | Sell |
1,806
-85
| -4% | -$5.41K | 0.01% | 886 |
|
|
2023
Q1 | $104K | Buy |
1,891
+1,853
| +4,876% | +$102K | 0.01% | 900 |
|
|
2022
Q4 | $2.35K | Buy |
38
+34
| +850% | +$2.1K | ﹤0.01% | 2299 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2962 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2874 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2772 |
|