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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.73M | Buy |
19,919
+5,419
| +37% | +$462K | ﹤0.01% | 3660 |
|
|
2025
Q4 | $1.16M | Buy |
14,500
+159
| +1% | +$12.7K | ﹤0.01% | 3915 |
|
|
2025
Q3 | $1.12M | Sell |
14,341
-62
| -0.4% | -$4.83K | ﹤0.01% | 3886 |
|
|
2025
Q2 | $1.07M | Buy |
14,403
+1,328
| +10% | +$95.7K | ﹤0.01% | 3691 |
|
|
2025
Q1 | $939K | Buy |
13,075
+717
| +6% | +$53.1K | ﹤0.01% | 3610 |
|
|
2024
Q4 | $874K | Buy |
12,358
+2,541
| +26% | +$189K | ﹤0.01% | 3608 |
|
|
2024
Q3 | $724K | Buy |
9,817
+1,111
| +13% | +$80.3K | ﹤0.01% | 3692 |
|
|
2024
Q2 | $613K | Buy |
8,706
+174
| +2% | +$13K | ﹤0.01% | 3685 |
|
|
2024
Q1 | $650K | Sell |
8,532
-1,274
| -13% | -$82.6K | ﹤0.01% | 3563 |
|
|
2023
Q4 | $621K | Sell |
9,806
-2,868
| -23% | -$172K | ﹤0.01% | 3489 |
|
|
2023
Q3 | $766K | Buy |
12,674
+355
| +3% | +$22.6K | ﹤0.01% | 3130 |
|
|
2023
Q2 | $784K | Buy |
12,319
+871
| +8% | +$51.5K | ﹤0.01% | 3055 |
|
|
2023
Q1 | $715K | Sell |
11,448
-2,643
| -19% | -$168K | ﹤0.01% | 3033 |
|
|
2022
Q4 | $872K | Sell |
14,091
-2,273
| -14% | -$155K | ﹤0.01% | 2745 |
|
|
2022
Q3 | $1.14M | Buy |
16,364
+3,278
| +25% | +$266K | ﹤0.01% | 2434 |
|
|
2022
Q2 | $1.14M | Buy |
+13,086
| New | +$1.15M | ﹤0.01% | 2479 |
|
|
2021
Q4 | – | Sell |
-3,778
| Closed | -$253K | – | 4447 |
|
|
2021
Q3 | $253K | Buy |
3,778
+47
| +1% | +$3.28K | ﹤0.01% | 3781 |
|
|
2021
Q2 | $247K | Buy |
3,731
+311
| +9% | +$21.2K | ﹤0.01% | 3749 |
|
|
2021
Q1 | $235K | Sell |
3,420
-524
| -13% | -$33.2K | ﹤0.01% | 3648 |
|
|
2020
Q4 | $240K | Buy |
3,944
+476
| +14% | +$31.4K | ﹤0.01% | 3382 |
|
|
2020
Q3 | $219K | Buy |
3,468
+34
| +1% | +$2.27K | ﹤0.01% | 3141 |
|
|
2020
Q2 | $237K | Buy |
+3,434
| New | +$250K | ﹤0.01% | 3006 |
|
|
2019
Q4 | – | Sell |
-9,020
| Closed | -$821K | – | 3414 |
|
|
2019
Q3 | $821K | Sell |
9,020
-226
| -2% | -$20.3K | ﹤0.01% | 1868 |
|
|
2019
Q2 | $829K | Buy |
9,246
+720
| +8% | +$61.2K | ﹤0.01% | 1865 |
|
|
2019
Q1 | $701K | Buy |
8,526
+473
| +6% | +$37.8K | ﹤0.01% | 1927 |
|
|
2018
Q4 | $616K | Buy |
8,053
+660
| +9% | +$53K | ﹤0.01% | 1883 |
|
|
2018
Q3 | $584K | Buy |
+7,393
| New | +$584K | ﹤0.01% | 2109 |
|
|
2018
Q1 | – | Sell |
-2,657
| Closed | -$214K | – | 3245 |
|
|
2017
Q4 | $214K | Buy |
+2,657
| New | +$216K | ﹤0.01% | 2768 |
|
|
2017
Q3 | – | Sell |
-3,205
| Closed | -$234K | – | 2924 |
|
|
2017
Q2 | $234K | Sell |
3,205
-238
| -7% | -$19K | ﹤0.01% | 2472 |
|
|
2017
Q1 | $286K | Buy |
3,443
+21
| +0.6% | +$1.71K | ﹤0.01% | 2237 |
|
|
2016
Q4 | $262K | Buy |
3,422
+1
| +0% | +$72 | ﹤0.01% | 2282 |
|
|
2016
Q3 | $224K | Buy |
3,421
+142
| +4% | +$10.5K | ﹤0.01% | 2334 |
|
|
2016
Q2 | $255K | Sell |
3,279
-6,072
| -65% | -$420K | ﹤0.01% | 2203 |
|
|
2016
Q1 | $601K | Buy |
9,351
+2
| +0% | +$120 | ﹤0.01% | 2032 |
|
|
2015
Q4 | $511K | Buy |
9,349
+4,262
| +84% | +$243K | ﹤0.01% | 2173 |
|
|
2015
Q3 | $310K | Sell |
5,087
-11,045
| -68% | -$610K | ﹤0.01% | 2173 |
|
|
2015
Q2 | $887K | Buy |
+16,132
| New | +$886K | ﹤0.01% | 1466 |
|
Other funds holding SWX
CM
VPM
VCM
MC
