Liberty One Investment Management’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 | $654K | Sell |
8,793
-522
| -6% | -$38.8K | 0.07% | 109 |
|
|
2025
Q1 | $669K | Sell |
9,315
-187
| -2% | -$13.4K | 0.07% | 106 |
|
|
2024
Q4 | $672K | Sell |
9,502
-1,431
| -13% | -$101K | 0.07% | 106 |
|
|
2024
Q3 | $806K | Sell |
10,933
-458
| -4% | -$33.8K | 0.08% | 100 |
|
|
2024
Q2 | $802K | Sell |
11,391
-949
| -8% | -$66.8K | 0.09% | 97 |
|
|
2024
Q1 | $939K | Buy |
12,340
+1,314
| +12% | +$100K | 0.11% | 87 |
|
|
2023
Q4 | $698K | Sell |
11,026
-696
| -6% | -$44.1K | 0.09% | 101 |
|
|
2023
Q3 | $708K | Sell |
11,722
-66
| -0.6% | -$3.99K | 0.1% | 93 |
|
|
2023
Q2 | $750K | Buy |
11,788
+953
| +9% | +$60.7K | 0.1% | 100 |
|
|
2023
Q1 | $677K | Buy |
10,835
+427
| +4% | +$26.7K | 0.09% | 104 |
|
|
2022
Q4 | $644K | Sell |
10,408
-463
| -4% | -$28.6K | 0.09% | 100 |
|
|
2022
Q3 | $758K | Sell |
10,871
-3,968
| -27% | -$277K | 0.12% | 96 |
|
|
2022
Q2 | $982K | Sell |
14,839
-832
| -5% | -$55.1K | 0.17% | 99 |
|
|
2022
Q1 | $1.23M | Sell |
15,671
-489
| -3% | -$38.3K | 0.19% | 78 |
|
|
2021
Q4 | $1.13M | Buy |
16,160
+773
| +5% | +$54.1K | 0.17% | 89 |
|
|
2021
Q3 | $1.03M | Buy |
15,387
+548
| +4% | +$36.6K | 0.18% | 92 |
|
|
2021
Q2 | $982K | Buy |
14,839
+901
| +6% | +$59.6K | 0.17% | 99 |
|
|
2021
Q1 | $958K | Buy |
13,938
+958
| +7% | +$65.8K | 0.17% | 88 |
|
|
2020
Q4 | $789K | Buy |
12,980
+299
| +2% | +$18.2K | 0.15% | 101 |
|
|
2020
Q3 | $800K | Buy |
12,681
+2,530
| +25% | +$160K | 0.16% | 87 |
|
|
2020
Q2 | $701K | Buy |
10,151
+911
| +10% | +$62.9K | 0.16% | 95 |
|
|
2020
Q1 | $643K | Sell |
9,240
-102
| -1% | -$7.1K | 0.17% | 84 |
|
|
2019
Q4 | $710K | Buy |
+9,342
| New | +$710K | 0.15% | 96 |
|