LRI Investments’s Southwest Gas SWX Stock Holding History

LRI Investments’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2K	Buy	126 +4	+3%	+$358	﹤0.01%	929
2026 Q1	$10.6K	Hold	122	–	–	﹤0.01%	872
2025 Q4	$9.76K	Sell	122 -18	-13%	-$1.44K	﹤0.01%	871
2025 Q3	$11K	Sell	140 -30	-18%	-$2.34K	﹤0.01%	855
2025 Q2	$12.6K	Buy	170 +9	+6%	+$649	﹤0.01%	798
2025 Q1	$11.6K	Sell	161 -10	-6%	-$740	﹤0.01%	767
2024 Q4	$12.1K	Hold	171	–	–	﹤0.01%	750
2024 Q3	$13K	Sell	171 -31	-15%	-$2.24K	﹤0.01%	726
2024 Q2	$14.2K	Buy	+202	New	+$15.1K	﹤0.01%	677

Other funds holding SWX

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return