Orion Portfolio Solutions’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $469K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $21K | Buy |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $10K | Buy |
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