NewEdge Advisors’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
$221K Buy
2,975
+37
+1% +$2.75K ﹤0.01% 2175
2025
Q1
$211K Hold
2,938
﹤0.01% 2072
2024
Q4
$208K Sell
2,938
-100
-3% -$7.07K ﹤0.01% 2076
2024
Q3
$224K Sell
3,038
-2,532
-45% -$187K ﹤0.01% 1948
2024
Q2
$392K Buy
5,570
+5,520
+11,040% +$388K ﹤0.01% 1557
2024
Q1
$3.84K Hold
50
﹤0.01% 3230
2023
Q4
$3.17K Sell
50
-309
-86% -$19.6K ﹤0.01% 3246
2023
Q3
$21.7K Sell
359
-317
-47% -$19.2K ﹤0.01% 2361
2023
Q2
$43K Sell
676
-332
-33% -$21.1K ﹤0.01% 2130
2023
Q1
$62.9K Buy
1,008
+680
+207% +$42.5K ﹤0.01% 1904
2022
Q4
$20.1K Buy
+328
New +$20.1K ﹤0.01% 2122