Kestra Private Wealth Services’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	–	Sell	-7,151	Closed	-$513K	–	1669
2025 Q1	$513K	Buy	7,151 +1,606	+29%	+$115K	0.01%	939
2024 Q4	$392K	Buy	5,545 +313	+6%	+$22.1K	0.01%	1031
2024 Q3	$386K	Sell	5,232 -3,722	-42%	-$275K	0.01%	986
2024 Q2	$630K	Buy	+8,954	New	+$630K	0.01%	739