Massachusetts Financial Services’s Southwest Gas SWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.54M	Sell	52,218 -795	-1%	-$67.8K	﹤0.01%	761
2025 Q4	$4.24M	Sell	53,013 -1,485	-3%	-$119K	﹤0.01%	752
2025 Q3	$4.27M	Buy	54,498 +4,065	+8%	+$317K	﹤0.01%	725
2025 Q2	$3.75M	Buy	+50,433	New	+$3.64M	﹤0.01%	727
2025 Q1	–	Sell	-5,235	Closed	-$370K	–	918
2024 Q4	$370K	Sell	5,235 -649,695	-99%	-$48.3M	﹤0.01%	850
2024 Q3	$48.3M	Buy	654,930 +6,059	+0.9%	+$438K	0.01%	474
2024 Q2	$45.7M	Buy	648,871 +17,069	+3%	+$1.28M	0.01%	464
2024 Q1	$48.1M	Sell	631,802 -61,850	-9%	-$4.01M	0.01%	463
2023 Q4	$43.9M	Sell	693,652 -170,060	-20%	-$10.2M	0.01%	469
2023 Q3	$52.2M	Sell	863,712 -15,359	-2%	-$980K	0.02%	434
2023 Q2	$56M	Buy	+879,071	New	+$52M	0.02%	420
2020 Q1	–	Sell	-5,405	Closed	-$411K	–	835
2019 Q4	$411K	Sell	5,405 -584	-10%	-$47.5K	﹤0.01%	790
2019 Q3	$545K	Buy	+5,989	New	+$538K	﹤0.01%	791
2018 Q3	–	Sell	-6,672	Closed	-$509K	–	875
2018 Q2	$509K	Buy	6,672 +914	+16%	+$66.7K	﹤0.01%	812
2018 Q1	$389K	Buy	5,758 +91	+2%	+$6.46K	﹤0.01%	815
2017 Q4	$456K	Buy	5,667 +795	+16%	+$64.5K	﹤0.01%	817
2017 Q3	$378K	Buy	+4,872	New	+$386K	﹤0.01%	815