Lindbrook Capital’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $105K | Buy |
1,469
+1,449
| +7,245% | +$104K | 0.01% | 656 |
|
|
2024
Q4 | $1.41K | Buy |
20
+6
| +43% | +$424 | ﹤0.01% | 2401 |
|
|
2024
Q3 | $1.03K | Sell |
14
-3
| -18% | -$221 | ﹤0.01% | 2490 |
|
|
2024
Q2 | $1.2K | Hold |
17
| – | – | ﹤0.01% | 2463 |
|
|
2024
Q1 | $1.29K | Hold |
17
| – | – | ﹤0.01% | 2370 |
|
|
2023
Q4 | $1.08K | Sell |
17
-268
| -94% | -$17K | ﹤0.01% | 2451 |
|
|
2023
Q3 | $17.2K | Sell |
285
-93
| -25% | -$5.62K | ﹤0.01% | 1128 |
|
|
2023
Q2 | $24.1K | Buy |
378
+67
| +22% | +$4.27K | ﹤0.01% | 993 |
|
|
2023
Q1 | $19.4K | Buy |
311
+156
| +101% | +$9.74K | ﹤0.01% | 1089 |
|
|
2022
Q4 | $9.59K | Sell |
155
-37
| -19% | -$2.29K | ﹤0.01% | 1456 |
|
|
2022
Q3 | $13K | Buy |
192
+2
| +1% | +$135 | ﹤0.01% | 1214 |
|
|
2022
Q2 | $17K | Sell |
190
-15
| -7% | -$1.34K | ﹤0.01% | 1042 |
|
|
2022
Q1 | $16K | Buy |
205
+87
| +74% | +$6.79K | ﹤0.01% | 1110 |
|
|
2021
Q4 | $8K | Hold |
118
| – | – | ﹤0.01% | 1371 |
|
|
2021
Q3 | $8K | Sell |
118
-41
| -26% | -$2.78K | ﹤0.01% | 1099 |
|
|
2021
Q2 | $11K | Hold |
159
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q1 | $11K | Buy |
159
+33
| +26% | +$2.28K | ﹤0.01% | 989 |
|
|
2020
Q4 | $8K | Sell |
126
-21
| -14% | -$1.33K | ﹤0.01% | 1006 |
|
|
2020
Q3 | $9K | Buy |
147
+43
| +41% | +$2.63K | ﹤0.01% | 884 |
|
|
2020
Q2 | $7K | Sell |
104
-48
| -32% | -$3.23K | ﹤0.01% | 980 |
|
|
2020
Q1 | $11K | Sell |
152
-42
| -22% | -$3.04K | ﹤0.01% | 734 |
|
|
2019
Q4 | $15K | Buy |
194
+56
| +41% | +$4.33K | 0.01% | 817 |
|
|
2019
Q3 | $13K | Hold |
138
| – | – | ﹤0.01% | 833 |
|
|
2019
Q2 | $12K | Hold |
138
| – | – | ﹤0.01% | 846 |
|
|
2019
Q1 | $11K | Hold |
138
| – | – | ﹤0.01% | 874 |
|
|
2018
Q4 | $10K | Buy |
+138
| New | +$10K | ﹤0.01% | 827 |
|