LRI Investments’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 | $12.6K | Buy |
170
+9
| +6% | +$669 | ﹤0.01% | 798 |
|
|
2025
Q1 | $11.6K | Sell |
161
-10
| -6% | -$718 | ﹤0.01% | 767 |
|
|
2024
Q4 | $12.1K | Hold |
171
| – | – | ﹤0.01% | 750 |
|
|
2024
Q3 | $13K | Sell |
171
-31
| -15% | -$2.37K | ﹤0.01% | 726 |
|
|
2024
Q2 | $14.2K | Buy |
+202
| New | +$14.2K | ﹤0.01% | 677 |
|