IFP 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
Q2 | $107K | Buy |
1,212
+702
| +138% | +$62.8K | ﹤0.01% | 1936 |
|
|
2026
Q1 | $44.3K | Buy |
510
+6
| +1% | +$512 | ﹤0.01% | 2318 |
|
|
2025
Q4 | $40.3K | Buy |
504
+27
| +6% | +$2.16K | ﹤0.01% | 2306 |
|
|
2025
Q3 | $37.4K | Hold |
477
| – | – | ﹤0.01% | 2230 |
|
|
2025
Q2 | $35.5K | Buy |
477
+87
| +22% | +$6.27K | ﹤0.01% | 2228 |
|
|
2025
Q1 | $28K | Sell |
390
-4
| -1% | -$296 | ﹤0.01% | 2155 |
|
|
2024
Q4 | $27.9K | Buy |
394
+4
| +1% | +$297 | ﹤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% | -$18K | ﹤0.01% | 1830 |
|
|
2023
Q3 | $41.7K | Sell |
690
-23
| -3% | -$1.47K | ﹤0.01% | 1632 |
|
|
2023
Q2 | $45.4K | Buy |
713
+194
| +37% | +$11.5K | ﹤0.01% | 1647 |
|
|
2023
Q1 | $39.6K | Sell |
519
-958
| -65% | -$61.1K | ﹤0.01% | 1692 |
|
|
2022
Q4 | $113K | Buy |
1,477
+300
| +25% | +$20.4K | ﹤0.01% | 1686 |
|
|
2022
Q3 | $90K | Buy |
1,177
+300
| +34% | +$24.3K | ﹤0.01% | 1933 |
|
|
2022
Q2 | $67K | Hold |
877
| – | – | ﹤0.01% | 1957 |
|
|
2022
Q1 | $67K | Buy |
877
+677
| +339% | +$47.4K | ﹤0.01% | 1957 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 2102 |
|
|
2021
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 2178 |
|
|
2021
Q2 | $13K | Sell |
200
-20
| -9% | -$1.36K | ﹤0.01% | 2126 |
|
|
2021
Q1 | $15K | Sell |
220
-273
| -55% | -$17.3K | ﹤0.01% | 1976 |
|
|
2020
Q4 | $30K | Hold |
493
| – | – | ﹤0.01% | 1648 |
|
|
2020
Q3 | $33K | Buy |
493
+255
| +107% | +$17K | ﹤0.01% | 1437 |
|
|
2020
Q2 | $17K | Hold |
238
| – | – | ﹤0.01% | 1622 |
|
|
2020
Q1 | $17K | Sell |
238
-672
| -74% | -$48.3K | ﹤0.01% | 1562 |
|
|
2019
Q4 | $68K | Hold |
910
| – | – | 0.01% | 1120 |
|
|
2019
Q3 | $81K | Buy |
+910
| New | +$81.8K | 0.01% | 1161 |
|
|
2019
Q1 | – | Sell |
-631
| Closed | -$48K | – | 3317 |
|
|
2018
Q4 | $48K | Sell |
631
-3
| -0.5% | -$241 | ﹤0.01% | 1645 |
|
|
2018
Q3 | $50K | Sell |
634
-19
| -3% | -$1.5K | ﹤0.01% | 1901 |
|
|
2018
Q2 | $50K | Sell |
653
-29
| -4% | -$2.12K | ﹤0.01% | 1913 |
|
|
2018
Q1 | $55K | Hold |
682
| – | – | ﹤0.01% | 1759 |
|
|
2017
Q4 | $55K | Sell |
682
-5
| -0.7% | -$406 | ﹤0.01% | 1776 |
|
|
2017
Q3 | $53K | Sell |
687
-39
| -5% | -$3.09K | ﹤0.01% | 1957 |
|
|
2017
Q2 | $53K | Buy |
726
+49
| +7% | +$3.92K | ﹤0.01% | 1928 |
|
|
2017
Q1 | $56K | Sell |
677
-6
| -0.9% | -$489 | ﹤0.01% | 1855 |
|
|
2016
Q4 | $52K | Buy |
683
+36
| +6% | +$2.6K | ﹤0.01% | 1863 |
|
|
2016
Q3 | $45K | Sell |
647
-10
| -2% | -$737 | ﹤0.01% | 1881 |
|
|
2016
Q2 | $52K | Buy |
+657
| New | +$45.4K | ﹤0.01% | 1742 |
|
|
2016
Q1 | – | Sell |
-399
| Closed | -$22K | – | 3326 |
|
|
2015
Q4 | $22K | Buy |
+399
| New | +$22.8K | ﹤0.01% | 2113 |
|
Other funds holding SWX
CM
MC
IFP Advisors's SWX Position: Q2 2026 in Review
IFP Advisors increased its Southwest Gas (SWX) stake by 138% in Q2 2026, buying an estimated $62.8K and bringing the position to 1,212 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.
IFP Advisors first reported a position in SWX in Q4 2015 and has held it in 40 quarters since. The position peaked at $113K in Q4 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.
- IFP Advisors held 1,212 shares of Southwest Gas worth $107K as of Q2 2026.
- IFP Advisors bought 702 Southwest Gas shares in Q2 2026, an estimated $62.8K.
- Southwest Gas made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1936 holding.
- IFP Advisors first reported a position in Southwest Gas in Q4 2015 and has held it in 40 quarters since.
- IFP Advisors's Southwest Gas position peaked at $113K in Q4 2022.
- 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.