HighTower Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $909K | Buy |
10,464
+1,808
| +21% | +$154K | ﹤0.01% | 2251 |
|
|
2025
Q4 | $693K | Buy |
8,656
+327
| +4% | +$26.2K | ﹤0.01% | 2384 |
|
|
2025
Q3 | $653K | Buy |
8,329
+18
| +0.2% | +$1.4K | ﹤0.01% | 2411 |
|
|
2025
Q2 | $618K | Buy |
8,311
+1,887
| +29% | +$136K | ﹤0.01% | 2349 |
|
|
2025
Q1 | $461K | Sell |
6,424
-2,779
| -30% | -$206K | ﹤0.01% | 2532 |
|
|
2024
Q4 | $651K | Sell |
9,203
-2,030
| -18% | -$151K | ﹤0.01% | 2274 |
|
|
2024
Q3 | $829K | Sell |
11,233
-19,263
| -63% | -$1.39M | ﹤0.01% | 2044 |
|
|
2024
Q2 | $2.14M | Sell |
30,496
-1,598
| -5% | -$120K | ﹤0.01% | 1414 |
|
|
2024
Q1 | $2.43M | Buy |
32,094
+5,335
| +20% | +$346K | ﹤0.01% | 1334 |
|
|
2023
Q4 | $1.69M | Buy |
26,759
+12,993
| +94% | +$781K | ﹤0.01% | 1535 |
|
|
2023
Q3 | $829K | Buy |
13,766
+450
| +3% | +$28.7K | ﹤0.01% | 1901 |
|
|
2023
Q2 | $845K | Buy |
13,316
+1,016
| +8% | +$60.1K | ﹤0.01% | 1856 |
|
|
2023
Q1 | $765K | Buy |
12,300
+16
| +0.1% | +$1.02K | ﹤0.01% | 1838 |
|
|
2022
Q4 | $756K | Sell |
12,284
-15,230
| -55% | -$1.04M | ﹤0.01% | 1842 |
|
|
2022
Q3 | $1.92M | Buy |
27,514
+1,247
| +5% | +$101K | 0.01% | 1262 |
|
|
2022
Q2 | $2.29M | Buy |
26,267
+9,096
| +53% | +$803K | 0.01% | 1185 |
|
|
2022
Q1 | $1.34M | Buy |
17,171
+3,109
| +22% | +$218K | ﹤0.01% | 1589 |
|
|
2021
Q4 | $985K | Sell |
14,062
-638
| -4% | -$44K | ﹤0.01% | 1771 |
|
|
2021
Q3 | $983K | Buy |
14,700
+6
| +0% | +$419 | ﹤0.01% | 1664 |
|
|
2021
Q2 | $973K | Sell |
14,694
-20
| -0.1% | -$1.36K | ﹤0.01% | 1652 |
|
|
2021
Q1 | $1.01M | Buy |
14,714
+26
| +0.2% | +$1.65K | ﹤0.01% | 1557 |
|
|
2020
Q4 | $892K | Buy |
14,688
+237
| +2% | +$15.6K | ﹤0.01% | 1324 |
|
|
2020
Q3 | $913K | Sell |
14,451
-15
| -0.1% | -$1K | ﹤0.01% | 1261 |
|
|
2020
Q2 | $999K | Sell |
14,466
-497
| -3% | -$36.2K | 0.01% | 1124 |
|
|
2020
Q1 | $1.04M | Buy |
14,963
+3,651
| +32% | +$262K | 0.01% | 984 |
|
|
2019
Q4 | $859K | Sell |
11,312
-1,345
| -11% | -$109K | 0.01% | 1218 |
|
|
2019
Q3 | $1.15M | Buy |
12,657
+1,630
| +15% | +$146K | 0.01% | 1114 |
|
|
2019
Q2 | $988K | Buy |
11,027
+2,777
| +34% | +$236K | 0.01% | 1196 |
|
|
2019
Q1 | $678K | Sell |
8,250
-689
| -8% | -$55.1K | ﹤0.01% | 1303 |
|
|
2018
Q4 | $685K | Sell |
8,939
-613
| -6% | -$49.2K | 0.01% | 1204 |
|
|
2018
Q3 | $755K | Buy |
9,552
+332
| +4% | +$26.2K | 0.01% | 1258 |
|
|
2018
Q2 | $700K | Buy |
9,220
+456
| +5% | +$33.3K | 0.01% | 1296 |
|
|
2018
Q1 | $597K | Buy |
8,764
+4,945
| +129% | +$351K | 0.01% | 1328 |
|
|
2017
Q4 | $307K | Buy |
3,819
+1,010
| +36% | +$82K | ﹤0.01% | 1700 |
|
|
2017
Q3 | $220K | Sell |
2,809
-1,137
| -29% | -$90K | ﹤0.01% | 1850 |
|
|
2017
Q2 | $291K | Buy |
3,946
+237
| +6% | +$19K | ﹤0.01% | 1642 |
|
|
2017
Q1 | $307K | Buy |
3,709
+27
| +0.7% | +$2.2K | ﹤0.01% | 1541 |
|
|
2016
Q4 | $282K | Buy |
3,682
+6
| +0.2% | +$433 | ﹤0.01% | 1503 |
|
|
2016
Q3 | $257K | Sell |
3,676
-243
| -6% | -$17.9K | ﹤0.01% | 1526 |
|
|
2016
Q2 | $309K | Buy |
3,919
+256
| +7% | +$17.7K | ﹤0.01% | 1311 |
|
|
2016
Q1 | $240K | Sell |
3,663
-23,331
| -86% | -$1.41M | ﹤0.01% | 1726 |
|
|
2015
Q4 | $1.49M | Sell |
26,994
-614
| -2% | -$35K | 0.02% | 756 |
|
|
2015
Q3 | $1.62M | Buy |
+27,608
| New | +$1.53M | 0.02% | 689 |
|
Other funds holding SWX
CM
VPM
VCM
MC
