Jacobsen Capital Management’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 | $214K | Buy |
+2,880
| New | +$214K | 0.08% | 106 |
|
|
2022
Q3 | – | Sell |
-2,406
| Closed | -$209K | – | 54 |
|
|
2022
Q2 | $209K | Buy |
+2,406
| New | +$209K | 0.11% | 55 |
|
|
2019
Q4 | $359K | Buy |
4,731
+23
| +0.5% | +$1.75K | 0.36% | 49 |
|
|
2019
Q3 | $428K | Buy |
4,708
+20
| +0.4% | +$1.82K | 0.41% | 50 |
|
|
2019
Q2 | $420K | Buy |
+4,688
| New | +$420K | 0.42% | 49 |
|