Private Advisor Group’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 | $319K | Buy |
4,286
+8
| +0.2% | +$595 | ﹤0.01% | 1948 |
|
|
2025
Q1 | $307K | Buy |
+4,278
| New | +$307K | ﹤0.01% | 1859 |
|
|
2020
Q3 | – | Sell |
-911
| Closed | -$63K | – | 3202 |
|
|
2020
Q2 | $63K | Buy |
+911
| New | +$63K | ﹤0.01% | 1970 |
|
|
2019
Q4 | – | Sell |
-6,833
| Closed | -$603K | – | 1721 |
|
|
2019
Q3 | $603K | Buy |
6,833
+4,554
| +200% | +$402K | 0.01% | 981 |
|
|
2019
Q2 | $204K | Buy |
+2,279
| New | +$204K | ﹤0.01% | 1506 |
|