Osaic Holdings’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 | $76K | Sell |
1,055
-1,968
| -65% | -$142K | ﹤0.01% | 4374 |
|
|
2025
Q1 | $217K | Buy |
3,023
+1,064
| +54% | +$76.4K | ﹤0.01% | 3549 |
|
|
2024
Q4 | $138K | Sell |
1,959
-2,584
| -57% | -$183K | ﹤0.01% | 3919 |
|
|
2024
Q3 | $336K | Sell |
4,543
-2,455
| -35% | -$181K | ﹤0.01% | 3219 |
|
|
2024
Q2 | $493K | Buy |
6,998
+1,521
| +28% | +$107K | ﹤0.01% | 2778 |
|
|
2024
Q1 | $417K | Sell |
5,477
-1,194
| -18% | -$91K | ﹤0.01% | 3080 |
|
|
2023
Q4 | $423K | Sell |
6,671
-7,169
| -52% | -$454K | ﹤0.01% | 3294 |
|
|
2023
Q3 | $837K | Buy |
13,840
+6,717
| +94% | +$406K | ﹤0.01% | 2801 |
|
|
2023
Q2 | $454K | Sell |
7,123
-761
| -10% | -$48.5K | ﹤0.01% | 3231 |
|
|
2023
Q1 | $493K | Sell |
7,884
-4,483
| -36% | -$281K | ﹤0.01% | 3103 |
|
|
2022
Q4 | $765K | Buy |
12,367
+4,577
| +59% | +$283K | ﹤0.01% | 2635 |
|
|
2022
Q3 | $543K | Buy |
7,790
+4,739
| +155% | +$330K | ﹤0.01% | 2821 |
|
|
2022
Q2 | $266K | Sell |
3,051
-3,671
| -55% | -$320K | ﹤0.01% | 3523 |
|
|
2022
Q1 | $527K | Sell |
6,722
-8,439
| -56% | -$662K | ﹤0.01% | 3188 |
|
|
2021
Q4 | $1.06M | Buy |
15,161
+9,948
| +191% | +$697K | ﹤0.01% | 2347 |
|
|
2021
Q3 | $351K | Buy |
5,213
+1,579
| +43% | +$106K | ﹤0.01% | 3388 |
|
|
2021
Q2 | $239K | Buy |
3,634
+346
| +11% | +$22.8K | ﹤0.01% | 3716 |
|
|
2021
Q1 | $226K | Buy |
3,288
+122
| +4% | +$8.39K | ﹤0.01% | 3624 |
|
|
2020
Q4 | $193K | Sell |
3,166
-251
| -7% | -$15.3K | ﹤0.01% | 3506 |
|
|
2020
Q3 | $216K | Sell |
3,417
-28
| -0.8% | -$1.77K | ﹤0.01% | 3171 |
|
|
2020
Q2 | $238K | Sell |
3,445
-430
| -11% | -$29.7K | ﹤0.01% | 2965 |
|
|
2020
Q1 | $269K | Buy |
+3,875
| New | +$269K | ﹤0.01% | 2619 |
|