Raymond James Financial Services Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $501K | Sell |
6,795
-203
| -3% | -$14.7K | ﹤0.01% | 2610 |
|
|
2024
Q2 | $493K | Buy |
6,998
+822
| +13% | +$61.6K | ﹤0.01% | 2549 |
|
|
2024
Q1 | $470K | Buy |
6,176
+788
| +15% | +$51.1K | ﹤0.01% | 2568 |
|
|
2023
Q4 | $341K | Sell |
5,388
-5,197
| -49% | -$312K | ﹤0.01% | 2659 |
|
|
2023
Q3 | $639K | Buy |
10,585
+300
| +3% | +$19.1K | ﹤0.01% | 2168 |
|
|
2023
Q2 | $655K | Sell |
10,285
-112
| -1% | -$6.62K | ﹤0.01% | 2182 |
|
|
2023
Q1 | $649K | Buy |
10,397
+4,613
| +80% | +$294K | ﹤0.01% | 2169 |
|
|
2022
Q4 | $358K | Buy |
5,784
+905
| +19% | +$61.5K | ﹤0.01% | 2471 |
|
|
2022
Q3 | $340K | Buy |
4,879
+1
| +0% | +$81 | ﹤0.01% | 2502 |
|
|
2022
Q2 | $425K | Sell |
4,878
-1,210
| -20% | -$107K | ﹤0.01% | 2380 |
|
|
2022
Q1 | $477K | Buy |
6,088
+432
| +8% | +$30.3K | ﹤0.01% | 2408 |
|
|
2021
Q4 | $396K | Sell |
5,656
-1
| -0% | -$69 | ﹤0.01% | 2526 |
|
|
2021
Q3 | $378K | Buy |
5,657
+7
| +0.1% | +$488 | ﹤0.01% | 2541 |
|
|
2021
Q2 | $374K | Sell |
5,650
-2
| -0% | -$136 | ﹤0.01% | 2566 |
|
|
2021
Q1 | $388K | Sell |
5,652
-84
| -1% | -$5.32K | ﹤0.01% | 2459 |
|
|
2020
Q4 | $349K | Sell |
5,736
-6,525
| -53% | -$430K | ﹤0.01% | 2368 |
|
|
2020
Q3 | $774K | Buy |
12,261
+7
| +0.1% | +$468 | ﹤0.01% | 1707 |
|
|
2020
Q2 | $846K | Sell |
12,254
-101
| -0.8% | -$7.35K | ﹤0.01% | 1588 |
|
|
2020
Q1 | $859K | Sell |
12,355
-11
| -0.1% | -$791 | ﹤0.01% | 1286 |
|
|
2019
Q4 | $939K | Sell |
12,366
-1,032
| -8% | -$83.9K | ﹤0.01% | 1573 |
|
|
2019
Q3 | $1.22M | Buy |
13,398
+3
| +0% | +$270 | ﹤0.01% | 1358 |
|
|
2019
Q2 | $1.2M | Buy |
13,395
+3,492
| +35% | +$297K | ﹤0.01% | 1395 |
|
|
2019
Q1 | $815K | Sell |
9,903
-1,259
| -11% | -$101K | ﹤0.01% | 1573 |
|
|
2018
Q4 | $854K | Sell |
11,162
-463
| -4% | -$37.2K | ﹤0.01% | 1345 |
|
|
2018
Q3 | $919K | Buy |
11,625
+2,214
| +24% | +$175K | ﹤0.01% | 1516 |
|
|
2018
Q2 | $718K | Sell |
9,411
-2,306
| -20% | -$168K | ﹤0.01% | 1630 |
|
|
2018
Q1 | $792K | Sell |
11,717
-177
| -1% | -$12.6K | ﹤0.01% | 1457 |
|
|
2017
Q4 | $957K | Buy |
11,894
+2,141
| +22% | +$174K | 0.01% | 1328 |
|
|
2017
Q3 | $757K | Buy |
9,753
+126
| +1% | +$9.97K | ﹤0.01% | 1480 |
|
|
2017
Q2 | $703K | Buy |
9,627
+282
| +3% | +$22.6K | ﹤0.01% | 1480 |
|
|
2017
Q1 | $775K | Buy |
9,345
+300
| +3% | +$24.5K | 0.01% | 1323 |
|
|
2016
Q4 | $693K | Sell |
9,045
-181
| -2% | -$13.1K | 0.01% | 1341 |
|
|
2016
Q3 | $644K | Sell |
9,226
-182
| -2% | -$13.4K | 0.01% | 1361 |
|
|
2016
Q2 | $740K | Buy |
+9,408
| New | +$650K | 0.01% | 1200 |
|
Other funds holding SWX
IC
CM
MC
CCM
Raymond James Financial Services Advisors's SWX Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its Southwest Gas (SWX) stake by 2.9% in Q3 2024, selling an estimated $14.7K and leaving 6,795 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.
Raymond James Financial Services Advisors first reported a position in SWX in Q2 2016 and has held it in 34 quarters since. The position peaked at $1.22M in Q3 2019. 297 funds tracked by Wall St. Rank hold SWX as of Q3 2024.
- Raymond James Financial Services Advisors held 6,795 shares of Southwest Gas worth $501K as of Q3 2024.
- Raymond James Financial Services Advisors sold 203 Southwest Gas shares in Q3 2024, an estimated $14.7K.
- Southwest Gas made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2610 holding.
- Raymond James Financial Services Advisors first reported a position in Southwest Gas in Q2 2016 and has held it in 34 quarters since.
- Raymond James Financial Services Advisors's Southwest Gas position peaked at $1.22M in Q3 2019.
- 297 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.