Orion Portfolio Solutions’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $349K | Sell |
4,862
-23
| -0.5% | -$1.65K | ﹤0.01% | 1567 |
|
|
2024
Q4 | $345K | Sell |
4,885
-1,031
| -17% | -$72.9K | ﹤0.01% | 1488 |
|
|
2024
Q3 | $436K | Buy |
5,916
+569
| +11% | +$42K | ﹤0.01% | 1384 |
|
|
2024
Q2 | $376K | Sell |
5,347
-348
| -6% | -$24.5K | ﹤0.01% | 1379 |
|
|
2024
Q1 | $434K | Sell |
5,695
-472
| -8% | -$35.9K | ﹤0.01% | 1328 |
|
|
2023
Q4 | $399K | Sell |
6,167
-696
| -10% | -$45K | ﹤0.01% | 1296 |
|
|
2023
Q3 | $415K | Sell |
6,863
-420
| -6% | -$25.4K | 0.01% | 1273 |
|
|
2023
Q2 | $464K | Sell |
7,283
-223
| -3% | -$14.2K | ﹤0.01% | 1240 |
|
|
2023
Q1 | $469K | Buy |
+7,506
| New | +$469K | 0.01% | 1161 |
|
|
2020
Q3 | – | Sell |
-309
| Closed | -$21K | – | 1852 |
|
|
2020
Q2 | $21K | Buy |
309
+263
| +572% | +$17.9K | ﹤0.01% | 939 |
|
|
2020
Q1 | $3K | Sell |
46
-84
| -65% | -$5.48K | ﹤0.01% | 1496 |
|
|
2019
Q4 | $10K | Buy |
+130
| New | +$10K | ﹤0.01% | 1015 |
|