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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5K | Buy |
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|
2025
Q1 | $28K | Sell |
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|
2024
Q4 | $27.9K | Buy |
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|
2024
Q3 | $28.8K | Hold |
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|
2024
Q2 | $27.4K | Hold |
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|
2024
Q1 | $29.7K | Hold |
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|
2023
Q4 | $24.7K | Sell |
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|
2023
Q3 | $41.7K | Sell |
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|
2023
Q2 | $45.4K | Buy |
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|
2023
Q1 | $39.6K | Sell |
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|
2022
Q4 | $113K | Buy |
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|
2022
Q3 | $90K | Buy |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $67K | Buy |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $13K | Sell |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $33K | Buy |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $17K | Sell |
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|
2019
Q4 | $68K | Hold |
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|
2019
Q3 | $81K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $48K | Sell |
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|
2018
Q3 | $50K | Sell |
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|
2018
Q2 | $50K | Sell |
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|
2018
Q1 | $55K | Hold |
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|
2017
Q4 | $55K | Sell |
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|
2017
Q3 | $53K | Sell |
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|
2017
Q2 | $53K | Buy |
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|
2017
Q1 | $56K | Sell |
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|
2016
Q4 | $52K | Buy |
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|
2016
Q3 | $45K | Sell |
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|
2016
Q2 | $52K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $22K | Buy |
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