Meeder Asset Management’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 | – | Sell |
-877
| Closed | -$63K | – | 1003 |
|
2025
Q1 | $63K | Buy |
+877
| New | +$63K | ﹤0.01% | 361 |
|
2022
Q4 | – | Sell |
-398
| Closed | -$28K | – | 1866 |
|
2022
Q3 | $28K | Sell |
398
-190
| -32% | -$13.4K | ﹤0.01% | 1004 |
|
2022
Q2 | $51K | Buy |
588
+54
| +10% | +$4.68K | ﹤0.01% | 867 |
|
2022
Q1 | $42K | Buy |
534
+100
| +23% | +$7.87K | ﹤0.01% | 1020 |
|
2021
Q4 | $30K | Sell |
434
-231
| -35% | -$16K | ﹤0.01% | 585 |
|
2021
Q3 | $44K | Buy |
665
+190
| +40% | +$12.6K | ﹤0.01% | 1130 |
|
2021
Q2 | $31K | Buy |
475
+180
| +61% | +$11.7K | ﹤0.01% | 1311 |
|
2021
Q1 | $20K | Buy |
295
+117
| +66% | +$7.93K | ﹤0.01% | 1408 |
|
2020
Q4 | $11K | Sell |
178
-212
| -54% | -$13.1K | ﹤0.01% | 970 |
|
2020
Q3 | $25K | Sell |
390
-6,191
| -94% | -$397K | ﹤0.01% | 1115 |
|
2020
Q2 | $456K | Buy |
6,581
+6,500
| +8,025% | +$450K | 0.03% | 388 |
|
2020
Q1 | $6K | Sell |
81
-5,779
| -99% | -$428K | ﹤0.01% | 1731 |
|
2019
Q4 | $445K | Buy |
5,860
+2,465
| +73% | +$187K | 0.03% | 421 |
|
2019
Q3 | $309K | Buy |
3,395
+1,452
| +75% | +$132K | 0.02% | 503 |
|
2019
Q2 | $174K | Sell |
1,943
-1,169
| -38% | -$105K | 0.01% | 620 |
|
2019
Q1 | $255K | Buy |
3,112
+2,287
| +277% | +$187K | 0.02% | 498 |
|
2018
Q4 | $63K | Buy |
+825
| New | +$63K | 0.01% | 755 |
|
2018
Q2 | – | Sell |
-724
| Closed | -$49K | – | 1678 |
|
2018
Q1 | $49K | Sell |
724
-618
| -46% | -$41.8K | ﹤0.01% | 680 |
|
2017
Q4 | $108K | Buy |
1,342
+341
| +34% | +$27.4K | 0.01% | 553 |
|
2017
Q3 | $78K | Sell |
1,001
-7,697
| -88% | -$600K | 0.01% | 614 |
|
2017
Q2 | $635K | Sell |
8,698
-9,421
| -52% | -$688K | 0.06% | 320 |
|
2017
Q1 | $1.5M | Sell |
18,119
-11,113
| -38% | -$922K | 0.13% | 153 |
|
2016
Q4 | $2.24M | Sell |
29,232
-10,235
| -26% | -$784K | 0.21% | 116 |
|
2016
Q3 | $2.76M | Buy |
+39,467
| New | +$2.76M | 0.23% | 84 |
|
2015
Q2 | – | Sell |
-3,715
| Closed | -$216K | – | 522 |
|
2015
Q1 | $216K | Buy |
+3,715
| New | +$216K | 0.02% | 410 |
|