O'Shaughnessy Asset Management’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
Q2 | $301K | Sell |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $138K | Sell |
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|
2017
Q1 | $355K | Sell |
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|
2016
Q4 | $364K | Sell |
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|
2016
Q3 | $340K | Buy |
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|
2016
Q2 | $190K | Buy |
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