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 |
|