Inspire Investing’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 | $695K | Buy |
9,342
+4,479
| +92% | +$333K | 0.08% | 248 |
|
|
2025
Q1 | $349K | Sell |
4,863
-885
| -15% | -$63.5K | 0.04% | 348 |
|
|
2024
Q4 | $406K | Sell |
5,748
-4,099
| -42% | -$290K | 0.05% | 373 |
|
|
2024
Q3 | $726K | Buy |
9,847
+4,879
| +98% | +$360K | 0.07% | 283 |
|
|
2024
Q2 | $350K | Buy |
4,968
+245
| +5% | +$17.2K | 0.04% | 674 |
|
|
2024
Q1 | $360K | Sell |
4,723
-1,345
| -22% | -$102K | 0.04% | 509 |
|
|
2023
Q4 | $384K | Sell |
6,068
-19,518
| -76% | -$1.24M | 0.04% | 516 |
|
|
2023
Q3 | $1.55M | Buy |
25,586
+3,045
| +14% | +$184K | 0.2% | 124 |
|
|
2023
Q2 | $1.43M | Buy |
22,541
+2,333
| +12% | +$148K | 0.17% | 133 |
|
|
2023
Q1 | $1.26M | Buy |
20,208
+575
| +3% | +$35.9K | 0.16% | 130 |
|
|
2022
Q4 | $1.21M | Buy |
19,633
+10,124
| +106% | +$626K | 0.16% | 133 |
|
|
2022
Q3 | $663K | Buy |
9,509
+7,061
| +288% | +$492K | 0.09% | 172 |
|
|
2022
Q2 | $213K | Sell |
2,448
-573
| -19% | -$49.9K | 0.03% | 452 |
|
|
2022
Q1 | $237K | Sell |
3,021
-529
| -15% | -$41.5K | 0.03% | 447 |
|
|
2021
Q4 | $249K | Buy |
3,550
+75
| +2% | +$5.26K | 0.03% | 534 |
|
|
2021
Q3 | $232K | Buy |
+3,475
| New | +$232K | 0.03% | 554 |
|