JFS Wealth 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 | $2.83K | Hold |
38
| – | – | ﹤0.01% | 1292 |
|
|
2025
Q1 | $2.73K | Hold |
38
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q4 | $2.69K | Hold |
38
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q3 | $2.8K | Buy |
38
+1
| +3% | +$74 | ﹤0.01% | 1344 |
|
|
2024
Q2 | $2.61K | Buy |
37
+2
| +6% | +$141 | ﹤0.01% | 1335 |
|
|
2024
Q1 | $2.67K | Hold |
35
| – | – | ﹤0.01% | 1338 |
|
|
2023
Q4 | $2.22K | Buy |
35
+29
| +483% | +$1.84K | ﹤0.01% | 1384 |
|
|
2023
Q3 | $363 | Sell |
6
-19
| -76% | -$1.15K | ﹤0.01% | 1789 |
|
|
2023
Q2 | $1.59K | Sell |
25
-2
| -7% | -$127 | ﹤0.01% | 1466 |
|
|
2023
Q1 | $1.69K | Buy |
27
+4
| +17% | +$250 | ﹤0.01% | 1429 |
|
|
2022
Q4 | $1.42K | Sell |
23
-19
| -45% | -$1.18K | ﹤0.01% | 1500 |
|
|
2022
Q3 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 1242 |
|