Mackenzie Financial
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Mackenzie Financial’s Southwest Gas SWX Stock Holding History

Mackenzie Financial’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
Q1 		– Sell
-4,127
Closed -$332K – 1741
2025
Q4 		$332K Sell
4,127
-35,477
-90% -$2.84M ﹤0.01% 1341
2025
Q3 		$3.1M Buy
39,604
+6,096
+18% +$475K ﹤0.01% 721
2025
Q2 		$2.49M Buy
33,508
+19,507
+139% +$1.41M ﹤0.01% 740
2025
Q1 		$1.01M Buy
14,001
+4,129
+42% +$306K ﹤0.01% 981
2024
Q4 		$698K Buy
9,872
+4,290
+77% +$319K ﹤0.01% 1041
2024
Q3 		$412K Buy
5,582
+1,516
+37% +$110K ﹤0.01% 1075
2024
Q2 		$286K Hold
4,066
– – ﹤0.01% 1183
2024
Q1 		$310K Sell
4,066
-165
-4% -$10.7K ﹤0.01% 1163
2023
Q4 		$268K Hold
4,231
– – ﹤0.01% 1203
2023
Q3 		$251K Hold
4,231
– – ﹤0.01% 1202
2023
Q2 		$270K Buy
4,231
+165
+4% +$9.76K ﹤0.01% 1206
2023
Q1 		$254K Sell
4,066
-6,295
-61% -$401K ﹤0.01% 1252
2022
Q4 		$641K Buy
10,361
+6,080
+142% +$413K ﹤0.01% 854
2022
Q3 		$299K Sell
4,281
-314
-7% -$25.5K ﹤0.01% 1087
2022
Q2 		$400K Buy
4,595
+1,170
+34% +$103K ﹤0.01% 989
2022
Q1 		$268K Buy
3,425
+232
+7% +$16.3K ﹤0.01% 1171
2021
Q4 		$224K Sell
3,193
-209
-6% -$14.4K ﹤0.01% 1286
2021
Q3 		$228K Buy
+3,402
New +$237K ﹤0.01% 1260
2020
Q2 		– Sell
-2,900
Closed -$202K – 1124
2020
Q1 		$202K Buy
+2,900
New +$208K ﹤0.01% 979

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