Mariner’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
$873K Buy
11,731
+1,014
+9% +$75.4K ﹤0.01% 1899
2025
Q1
$769K Buy
10,717
+571
+6% +$41K ﹤0.01% 1873
2024
Q4
$717K Buy
10,146
+207
+2% +$14.6K ﹤0.01% 1884
2024
Q3
$733K Sell
9,939
-15
-0.2% -$1.11K ﹤0.01% 1841
2024
Q2
$701K Buy
9,954
+446
+5% +$31.4K ﹤0.01% 1773
2024
Q1
$724K Sell
9,508
-77
-0.8% -$5.86K ﹤0.01% 1743
2023
Q4
$607K Sell
9,585
-275
-3% -$17.4K ﹤0.01% 1814
2023
Q3
$596K Buy
9,860
+504
+5% +$30.4K ﹤0.01% 1662
2023
Q2
$595K Buy
9,356
+512
+6% +$32.6K ﹤0.01% 1626
2023
Q1
$552K Buy
8,844
+1,640
+23% +$102K ﹤0.01% 1628
2022
Q4
$446K Sell
7,204
-1,201
-14% -$74.4K ﹤0.01% 1730
2022
Q3
$586K Buy
+8,405
New +$586K ﹤0.01% 1325