Jones Financial Companies’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
Q3
$3.17M Buy
2025
Q2
$2.48M Sell
2025
Q1
$2.48M Buy
2024
Q4
$1.97M Buy
2024
Q3
$1.29M Buy
2024
Q2
$694K Buy
2024
Q1
$362K Buy
2023
Q4
$86.9K Buy
2023
Q3
$14.7K Buy
2023
Q2
Sell
2023
Q1
$284K Buy
2013
Q4
Sell
2013
Q3
$30K Buy