Key Financial Inc’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.2K | Hold |
279
| – | – | ﹤0.01% | 682 |
|
|
2025
Q4 | $22.3K | Hold |
279
| – | – | ﹤0.01% | 696 |
|
|
2025
Q3 | $21.7K | Hold |
279
| – | – | ﹤0.01% | 692 |
|
|
2025
Q2 | $20.8K | Hold |
279
| – | – | ﹤0.01% | 686 |
|
|
2025
Q1 | $20K | Hold |
279
| – | – | ﹤0.01% | 668 |
|
|
2024
Q4 | $19.7K | Hold |
279
| – | – | ﹤0.01% | 660 |
|
|
2024
Q3 | $20.6K | Hold |
279
| – | – | ﹤0.01% | 645 |
|
|
2024
Q2 | $19.6K | Hold |
279
| – | – | ﹤0.01% | 639 |
|
|
2024
Q1 | $21.2K | Hold |
279
| – | – | 0.01% | 596 |
|
|
2023
Q4 | $17.7K | Hold |
279
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $16.9K | Hold |
279
| – | – | 0.01% | 601 |
|
|
2023
Q2 | $17.8K | Buy |
279
+65
| +30% | +$3.84K | 0.01% | 599 |
|
|
2023
Q1 | $13.4K | Hold |
214
| – | – | ﹤0.01% | 618 |
|
|
2022
Q4 | $14.9K | Hold |
214
| – | – | 0.01% | 544 |
|
|
2022
Q3 | $15K | Hold |
214
| – | – | 0.01% | 554 |
|
|
2022
Q2 | $19K | Hold |
214
| – | – | 0.01% | 518 |
|
|
2022
Q1 | $17K | Hold |
214
| – | – | 0.01% | 532 |
|
|
2021
Q4 | $15K | Hold |
214
| – | – | 0.01% | 531 |
|
|
2021
Q3 | $14K | Hold |
214
| – | – | 0.01% | 521 |
|
|
2021
Q2 | $15K | Hold |
214
| – | – | 0.01% | 512 |
|
|
2021
Q1 | $15K | Hold |
214
| – | – | 0.01% | 438 |
|
|
2020
Q4 | $13K | Buy |
+214
| New | +$14.1K | 0.01% | 437 |
|
|
2020
Q2 | – | Sell |
-214
| Closed | -$15K | – | 559 |
|
|
2020
Q1 | $15K | Buy |
+214
| New | +$15.4K | 0.02% | 359 |
|
Other funds holding SWX
CM
VPM
VCM
MC
