Nisa Investment Advisors’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 | $682K | Buy |
7,851
+1
| +0% | +$85 | ﹤0.01% | 881 |
|
|
2025
Q4 | $628K | Sell |
7,850
-2,217
| -22% | -$178K | ﹤0.01% | 935 |
|
|
2025
Q3 | $789K | Buy |
10,067
+1,254
| +14% | +$97.7K | ﹤0.01% | 908 |
|
|
2025
Q2 | $656K | Buy |
8,813
+667
| +8% | +$48.1K | ﹤0.01% | 931 |
|
|
2025
Q1 | $585K | Buy |
8,146
+19
| +0.2% | +$1.41K | ﹤0.01% | 959 |
|
|
2024
Q4 | $575K | Sell |
8,127
-291
| -3% | -$21.6K | ﹤0.01% | 1029 |
|
|
2024
Q3 | $621K | Sell |
8,418
-4,688
| -36% | -$339K | ﹤0.01% | 977 |
|
|
2024
Q2 | $922K | Sell |
13,106
-1,239
| -9% | -$92.8K | 0.01% | 907 |
|
|
2024
Q1 | $1.09M | Buy |
14,345
+1,335
| +10% | +$86.5K | 0.01% | 859 |
|
|
2023
Q4 | $824K | Sell |
13,010
-2,870
| -18% | -$173K | 0.01% | 905 |
|
|
2023
Q3 | $959K | Sell |
15,880
-2,600
| -14% | -$166K | 0.01% | 880 |
|
|
2023
Q2 | $1.18M | Buy |
18,480
+6,425
| +53% | +$380K | 0.01% | 837 |
|
|
2023
Q1 | $753K | Buy |
12,055
+3,285
| +37% | +$209K | 0.01% | 945 |
|
|
2022
Q4 | $543K | Buy |
8,770
+9
| +0.1% | +$612 | ﹤0.01% | 1092 |
|
|
2022
Q3 | $617K | Buy |
8,761
+91
| +1% | +$7.38K | 0.01% | 960 |
|
|
2022
Q2 | $755K | Sell |
8,670
-4,180
| -33% | -$369K | 0.01% | 916 |
|
|
2022
Q1 | $1.01M | Buy |
12,850
+800
| +7% | +$56K | 0.01% | 854 |
|
|
2021
Q4 | $822K | Buy |
12,050
+3,600
| +43% | +$248K | 0.01% | 886 |
|
|
2021
Q3 | $565 | Hold |
8,450
| – | – | ﹤0.01% | 1086 |
|
|
2021
Q2 | $559 | Sell |
8,450
-12,150
| -59% | -$829K | ﹤0.01% | 1106 |
|
|
2021
Q1 | $1.42K | Buy |
20,600
+4,600
| +29% | +$291K | 0.01% | 828 |
|
|
2020
Q4 | $972K | Sell |
16,000
-4,040
| -20% | -$266K | 0.01% | 936 |
|
|
2020
Q3 | $1.26M | Buy |
20,040
+1,150
| +6% | +$76.9K | 0.01% | 737 |
|
|
2020
Q2 | $1.3M | Hold |
18,890
| – | – | 0.01% | 699 |
|
|
2020
Q1 | $1.31M | Buy |
18,890
+9,765
| +107% | +$702K | 0.01% | 629 |
|
|
2019
Q4 | $693K | Hold |
9,125
| – | – | 0.01% | 1001 |
|
|
2019
Q3 | $831K | Buy |
9,125
+40
| +0.4% | +$3.6K | 0.01% | 925 |
|
|
2019
Q2 | $814K | Sell |
9,085
-1,000
| -10% | -$84.9K | 0.01% | 918 |
|
|
2019
Q1 | $830K | Sell |
10,085
-1,000
| -9% | -$80K | 0.01% | 900 |
|
|
2018
Q4 | $848K | Hold |
11,085
| – | – | 0.01% | 830 |
|
|
2018
Q3 | $876K | Hold |
11,085
| – | – | 0.01% | 933 |
|
|
2018
Q2 | $845K | Buy |
11,085
+2,000
| +22% | +$146K | 0.01% | 896 |
|
|
2018
Q1 | $609K | Sell |
9,085
-75
| -0.8% | -$5.33K | 0.01% | 966 |
|
|
2017
Q4 | $737K | Hold |
9,160
| – | – | 0.01% | 933 |
|
|
2017
Q3 | $711K | Sell |
9,160
-600
| -6% | -$47.5K | 0.01% | 930 |
|
|
2017
Q2 | $733K | Buy |
9,760
+150
| +2% | +$12K | 0.01% | 900 |
|
|
2017
Q1 | $797K | Sell |
9,610
-140
| -1% | -$11.4K | 0.01% | 886 |
|
|
2016
Q4 | $747K | Hold |
9,750
| – | – | 0.01% | 908 |
|
|
2016
Q3 | $681K | Hold |
9,750
| – | – | 0.01% | 907 |
|
|
2016
Q2 | $767K | Buy |
9,750
+50
| +0.5% | +$3.46K | 0.01% | 851 |
|
|
2016
Q1 | $639K | Hold |
9,700
| – | – | 0.01% | 908 |
|
|
2015
Q4 | $535K | Hold |
9,700
| – | – | 0.01% | 941 |
|
|
2015
Q3 | $556K | Hold |
9,700
| – | – | 0.01% | 937 |
|
|
2015
Q2 | $516K | Hold |
9,700
| – | – | 0.01% | 1008 |
|
|
2015
Q1 | $564K | Buy |
9,700
+300
| +3% | +$17.7K | 0.01% | 1004 |
|
|
2014
Q4 | $581K | Hold |
9,400
| – | – | 0.01% | 961 |
|
|
2014
Q3 | $457K | Hold |
9,400
| – | – | 0.01% | 1040 |
|
|
2014
Q2 | $496K | Hold |
9,400
| – | – | 0.01% | 1032 |
|
|
2014
Q1 | $502K | Hold |
9,400
| – | – | 0.01% | 1030 |
|
|
2013
Q4 | $526K | Hold |
9,400
| – | – | 0.01% | 1009 |
|
|
2013
Q3 | $470K | Sell |
9,400
-5,000
| -35% | -$243K | 0.01% | 1031 |
|
|
2013
Q2 | $674K | Buy |
+14,400
| New | +$702K | 0.01% | 901 |
|
Other funds holding SWX
CM
VPM
VCM
MC
