LPL Financial’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Sell |
|
|||||
|
2025
Q2 | $1.07M | Buy |
|
|||||
|
2025
Q1 | $939K | Buy |
|
|||||
|
2024
Q4 | $874K | Buy |
|
|||||
|
2024
Q3 | $724K | Buy |
|
|||||
|
2024
Q2 | $613K | Buy |
|
|||||
|
2024
Q1 | $650K | Sell |
|
|||||
|
2023
Q4 | $621K | Sell |
|
|||||
|
2023
Q3 | $766K | Buy |
|
|||||
|
2023
Q2 | $784K | Buy |
|
|||||
|
2023
Q1 | $715K | Sell |
|
|||||
|
2022
Q4 | $872K | Sell |
|
|||||
|
2022
Q3 | $1.14M | Buy |
|
|||||
|
2022
Q2 | $1.14M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $253K | Buy |
|
|||||
|
2021
Q2 | $247K | Buy |
|
|||||
|
2021
Q1 | $235K | Sell |
|
|||||
|
2020
Q4 | $240K | Buy |
|
|||||
|
2020
Q3 | $219K | Buy |
|
|||||
|
2020
Q2 | $237K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $821K | Sell |
|
|||||
|
2019
Q2 | $829K | Buy |
|
|||||
|
2019
Q1 | $701K | Buy |
|
|||||
|
2018
Q4 | $616K | Buy |
|
|||||
|
2018
Q3 | $584K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $214K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $234K | Sell |
|
|||||
|
2017
Q1 | $286K | Buy |
|
|||||
|
2016
Q4 | $262K | Buy |
|
|||||
|
2016
Q3 | $224K | Buy |
|
|||||
|
2016
Q2 | $255K | Sell |
|
|||||
|
2016
Q1 | $601K | Buy |
|
|||||
|
2015
Q4 | $511K | Buy |
|
|||||
|
2015
Q3 | $310K | Sell |
|
|||||
|
2015
Q2 | $887K | Buy |
|