Principal Securities’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 | $5.21K | Sell |
70
-2
| -3% | -$149 | ﹤0.01% | 2853 |
|
|
2025
Q1 | $5.09K | Hold |
72
| – | – | ﹤0.01% | 2767 |
|
|
2024
Q4 | $5.09K | Buy |
72
+41
| +132% | +$2.9K | ﹤0.01% | 2764 |
|
|
2024
Q3 | $2.29K | Sell |
31
-110
| -78% | -$8.12K | ﹤0.01% | 2913 |
|
|
2024
Q2 | $9.92K | Buy |
141
+6
| +4% | +$422 | ﹤0.01% | 2402 |
|
|
2024
Q1 | $10.3K | Sell |
135
-78
| -37% | -$5.94K | ﹤0.01% | 2321 |
|
|
2023
Q4 | $13.5K | Buy |
+213
| New | +$13.5K | ﹤0.01% | 2115 |
|