North Star Investment 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 | $11.2K | Hold |
150
| – | – | ﹤0.01% | 872 |
|
2025
Q1 | $10.8K | Hold |
150
| – | – | ﹤0.01% | 839 |
|
2024
Q4 | $10.6K | Hold |
150
| – | – | ﹤0.01% | 863 |
|
2024
Q3 | $11.1K | Hold |
150
| – | – | ﹤0.01% | 819 |
|
2024
Q2 | $10.6K | Hold |
150
| – | – | ﹤0.01% | 808 |
|
2024
Q1 | $11.4K | Hold |
150
| – | – | ﹤0.01% | 835 |
|
2023
Q4 | $9.5K | Hold |
150
| – | – | ﹤0.01% | 837 |
|
2023
Q3 | $9.06K | Hold |
150
| – | – | ﹤0.01% | 853 |
|
2023
Q2 | $9.55K | Hold |
150
| – | – | ﹤0.01% | 860 |
|
2023
Q1 | $9.37K | Hold |
150
| – | – | ﹤0.01% | 876 |
|
2022
Q4 | $9.28K | Hold |
150
| – | – | ﹤0.01% | 864 |
|
2022
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 812 |
|
2022
Q2 | $13K | Hold |
150
| – | – | ﹤0.01% | 780 |
|
2022
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 841 |
|
2021
Q4 | $11K | Buy |
150
+50
| +50% | +$3.67K | ﹤0.01% | 889 |
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 931 |
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 909 |
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 870 |
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 854 |
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 834 |
|
2020
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 777 |
|
2020
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 781 |
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 859 |
|
2019
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 835 |
|
2019
Q2 | – | Sell |
-100
| Closed | -$8K | – | 863 |
|
2019
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 865 |
|
2018
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 835 |
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 876 |
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 894 |
|
2018
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 897 |
|
2017
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 857 |
|
2017
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 879 |
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 883 |
|
2017
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 834 |
|
2016
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 783 |
|
2016
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 674 |
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 655 |
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 627 |
|
2015
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 645 |
|
2015
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 722 |
|
2015
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 740 |
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 701 |
|
2014
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 687 |
|
2014
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 579 |
|
2014
Q2 | $5K | Sell |
100
-50
| -33% | -$2.5K | ﹤0.01% | 622 |
|
2014
Q1 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 562 |
|