Mackenzie Financial’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
33,508
+19,507
| +139% | +$1.45M | ﹤0.01% | 740 |
|
|
2025
Q1 | $1.01M | Buy |
14,001
+4,129
| +42% | +$296K | ﹤0.01% | 981 |
|
|
2024
Q4 | $698K | Buy |
9,872
+4,290
| +77% | +$303K | ﹤0.01% | 1041 |
|
|
2024
Q3 | $412K | Buy |
5,582
+1,516
| +37% | +$112K | ﹤0.01% | 1075 |
|
|
2024
Q2 | $286K | Hold |
4,066
| – | – | ﹤0.01% | 1183 |
|
|
2024
Q1 | $310K | Sell |
4,066
-165
| -4% | -$12.6K | ﹤0.01% | 1160 |
|
|
2023
Q4 | $268K | Hold |
4,231
| – | – | ﹤0.01% | 1203 |
|
|
2023
Q3 | $251K | Hold |
4,231
| – | – | ﹤0.01% | 1201 |
|
|
2023
Q2 | $270K | Buy |
4,231
+165
| +4% | +$10.5K | ﹤0.01% | 1205 |
|
|
2023
Q1 | $254K | Sell |
4,066
-6,295
| -61% | -$393K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $641K | Buy |
10,361
+6,080
| +142% | +$376K | ﹤0.01% | 853 |
|
|
2022
Q3 | $299K | Sell |
4,281
-314
| -7% | -$21.9K | ﹤0.01% | 1086 |
|
|
2022
Q2 | $400K | Buy |
4,595
+1,170
| +34% | +$102K | ﹤0.01% | 989 |
|
|
2022
Q1 | $268K | Buy |
3,425
+232
| +7% | +$18.2K | ﹤0.01% | 1171 |
|
|
2021
Q4 | $224K | Sell |
3,193
-209
| -6% | -$14.7K | ﹤0.01% | 1286 |
|
|
2021
Q3 | $228K | Buy |
+3,402
| New | +$228K | ﹤0.01% | 1260 |
|
|
2020
Q2 | – | Sell |
-2,900
| Closed | -$202K | – | 1122 |
|
|
2020
Q1 | $202K | Buy |
+2,900
| New | +$202K | ﹤0.01% | 978 |
|