Pathstone 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 | $2.65M | Sell |
35,571
-470
| -1% | -$35K | 0.01% | 845 |
|
|
2025
Q1 | $2.59M | Buy |
36,041
+6,035
| +20% | +$433K | 0.01% | 836 |
|
|
2024
Q4 | $2.12M | Buy |
30,006
+2,881
| +11% | +$204K | 0.01% | 943 |
|
|
2024
Q3 | $2M | Buy |
27,125
+165
| +0.6% | +$12.2K | 0.01% | 964 |
|
|
2024
Q2 | $1.9M | Buy |
26,960
+1,028
| +4% | +$72.4K | 0.01% | 946 |
|
|
2024
Q1 | $1.97M | Buy |
25,932
+8,316
| +47% | +$633K | 0.01% | 906 |
|
|
2023
Q4 | $1.12M | Buy |
+17,616
| New | +$1.12M | 0.01% | 1020 |
|