Jones Financial Companies’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 | $2.48M | Sell |
33,425
-506
| -1% | -$37.5K | ﹤0.01% | 698 |
|
|
2025
Q1 | $2.48M | Buy |
33,931
+6,122
| +22% | +$447K | ﹤0.01% | 602 |
|
|
2024
Q4 | $1.97M | Buy |
27,809
+10,500
| +61% | +$742K | ﹤0.01% | 563 |
|
|
2024
Q3 | $1.29M | Buy |
17,309
+7,455
| +76% | +$556K | ﹤0.01% | 543 |
|
|
2024
Q2 | $694K | Buy |
9,854
+5,095
| +107% | +$359K | ﹤0.01% | 488 |
|
|
2024
Q1 | $362K | Buy |
4,759
+3,388
| +247% | +$258K | ﹤0.01% | 366 |
|
|
2023
Q4 | $86.9K | Buy |
1,371
+1,127
| +462% | +$71.4K | ﹤0.01% | 416 |
|
|
2023
Q3 | $14.7K | Buy |
+244
| New | +$14.7K | ﹤0.01% | 460 |
|
|
2023
Q2 | – | Sell |
-4,541
| Closed | -$284K | – | 592 |
|
|
2023
Q1 | $284K | Buy |
+4,541
| New | +$284K | ﹤0.01% | 248 |
|
|
2013
Q4 | – | Sell |
-600
| Closed | -$30K | – | 500 |
|
|
2013
Q3 | $30K | Buy |
+600
| New | +$30K | ﹤0.01% | 375 |
|