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Phocas Financial Corp’s Southwest Gas SWX Stock Holding History

Phocas Financial Corp’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-83,959
Closed -$6.58M – 166
2025
Q3 		$6.58M Buy
83,959
+1,832
+2% +$143K 0.85% 51
2025
Q2 		$6.11M Buy
82,127
+41,987
+105% +$3.03M 0.88% 53
2025
Q1 		$2.88M Sell
40,140
-2,318
-5% -$172K 0.44% 95
2024
Q4 		$3M Sell
42,458
-367
-0.9% -$27.3K 0.4% 99
2024
Q3 		$3.16K Sell
42,825
-2,657
-6% -$192K 0.01% 128
2024
Q2 		$3.2K Sell
45,482
-863
-2% -$64.6K 0.01% 120
2024
Q1 		$3.53K Sell
46,345
-1,213
-3% -$78.6K 0.01% 120
2023
Q4 		$3.01M Buy
47,558
+845
+2% +$50.8K 0.4% 106
2023
Q3 		$2.82M Sell
46,713
-44
-0.1% -$2.81K 0.41% 101
2023
Q2 		$2.98M Sell
46,757
-259
-0.6% -$15.3K 0.41% 99
2023
Q1 		$2.94M Buy
+47,016
New +$3M 0.42% 99

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