IFP 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 | $35.5K | Buy |
477
+87
| +22% | +$6.47K | ﹤0.01% | 2228 |
|
|
2025
Q1 | $28K | Sell |
390
-4
| -1% | -$287 | ﹤0.01% | 2155 |
|
|
2024
Q4 | $27.9K | Buy |
394
+4
| +1% | +$283 | ﹤0.01% | 2097 |
|
|
2024
Q3 | $28.8K | Hold |
390
| – | – | ﹤0.01% | 1990 |
|
|
2024
Q2 | $27.4K | Hold |
390
| – | – | ﹤0.01% | 1931 |
|
|
2024
Q1 | $29.7K | Hold |
390
| – | – | ﹤0.01% | 1797 |
|
|
2023
Q4 | $24.7K | Sell |
390
-300
| -43% | -$19K | ﹤0.01% | 1830 |
|
|
2023
Q3 | $41.7K | Sell |
690
-23
| -3% | -$1.39K | ﹤0.01% | 1632 |
|
|
2023
Q2 | $45.4K | Buy |
713
+194
| +37% | +$12.3K | ﹤0.01% | 1647 |
|
|
2023
Q1 | $39.6K | Sell |
519
-958
| -65% | -$73K | ﹤0.01% | 1692 |
|
|
2022
Q4 | $113K | Buy |
1,477
+300
| +25% | +$23K | ﹤0.01% | 1686 |
|
|
2022
Q3 | $90K | Buy |
1,177
+300
| +34% | +$22.9K | ﹤0.01% | 1934 |
|
|
2022
Q2 | $67K | Hold |
877
| – | – | ﹤0.01% | 1958 |
|
|
2022
Q1 | $67K | Buy |
877
+677
| +339% | +$51.7K | ﹤0.01% | 1958 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 2063 |
|
|
2021
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 2124 |
|
|
2021
Q2 | $13K | Sell |
200
-20
| -9% | -$1.3K | ﹤0.01% | 2118 |
|
|
2021
Q1 | $15K | Sell |
220
-273
| -55% | -$18.6K | ﹤0.01% | 1967 |
|
|
2020
Q4 | $30K | Hold |
493
| – | – | ﹤0.01% | 1647 |
|
|
2020
Q3 | $33K | Buy |
493
+255
| +107% | +$17.1K | ﹤0.01% | 1436 |
|
|
2020
Q2 | $17K | Hold |
238
| – | – | ﹤0.01% | 1618 |
|
|
2020
Q1 | $17K | Sell |
238
-672
| -74% | -$48K | ﹤0.01% | 1554 |
|
|
2019
Q4 | $68K | Hold |
910
| – | – | 0.01% | 1120 |
|
|
2019
Q3 | $81K | Buy |
+910
| New | +$81K | 0.01% | 1161 |
|
|
2019
Q1 | – | Sell |
-631
| Closed | -$48K | – | 3289 |
|
|
2018
Q4 | $48K | Sell |
631
-3
| -0.5% | -$228 | ﹤0.01% | 1633 |
|
|
2018
Q3 | $50K | Sell |
634
-19
| -3% | -$1.5K | ﹤0.01% | 1891 |
|
|
2018
Q2 | $50K | Sell |
653
-29
| -4% | -$2.22K | ﹤0.01% | 1894 |
|
|
2018
Q1 | $55K | Hold |
682
| – | – | ﹤0.01% | 1759 |
|
|
2017
Q4 | $55K | Sell |
682
-5
| -0.7% | -$403 | ﹤0.01% | 1756 |
|
|
2017
Q3 | $53K | Sell |
687
-39
| -5% | -$3.01K | ﹤0.01% | 1941 |
|
|
2017
Q2 | $53K | Buy |
726
+49
| +7% | +$3.58K | ﹤0.01% | 1913 |
|
|
2017
Q1 | $56K | Sell |
677
-6
| -0.9% | -$496 | ﹤0.01% | 1842 |
|
|
2016
Q4 | $52K | Buy |
683
+36
| +6% | +$2.74K | ﹤0.01% | 1852 |
|
|
2016
Q3 | $45K | Sell |
647
-10
| -2% | -$696 | ﹤0.01% | 1871 |
|
|
2016
Q2 | $52K | Buy |
+657
| New | +$52K | ﹤0.01% | 1734 |
|
|
2016
Q1 | – | Sell |
-399
| Closed | -$22K | – | 3331 |
|
|
2015
Q4 | $22K | Buy |
+399
| New | +$22K | ﹤0.01% | 2100 |
|