Mackenzie 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
Q2 | $2.49M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $412K | Buy |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $641K | Buy |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $228K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $202K | Buy |
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