Phocas Financial Corp’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 | $6.11M | Buy |
82,127
+41,987
| +105% | +$3.12M | 0.88% | 53 |
|
|
2025
Q1 | $2.88M | Sell |
40,140
-2,318
| -5% | -$166K | 0.44% | 95 |
|
|
2024
Q4 | $3M | Sell |
42,458
-367
| -0.9% | -$25.9K | 0.4% | 99 |
|
|
2024
Q3 | $3.16K | Sell |
42,825
-2,657
| -6% | -$196 | 0.01% | 128 |
|
|
2024
Q2 | $3.2K | Sell |
45,482
-863
| -2% | -$61 | 0.01% | 120 |
|
|
2024
Q1 | $3.53K | Sell |
46,345
-1,213
| -3% | -$92 | 0.01% | 120 |
|
|
2023
Q4 | $3.01M | Buy |
47,558
+845
| +2% | +$53.5K | 0.4% | 106 |
|
|
2023
Q3 | $2.82M | Sell |
46,713
-44
| -0.1% | -$2.66K | 0.41% | 101 |
|
|
2023
Q2 | $2.98M | Sell |
46,757
-259
| -0.6% | -$16.5K | 0.41% | 99 |
|
|
2023
Q1 | $2.94M | Buy |
+47,016
| New | +$2.94M | 0.42% | 99 |
|