Raymond James Financial Services Advisors’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $501K | Sell |
6,795
-203
| -3% | -$15K | ﹤0.01% | 2605 |
|
|
2024
Q2 | $493K | Buy |
6,998
+822
| +13% | +$57.9K | ﹤0.01% | 2546 |
|
|
2024
Q1 | $470K | Buy |
6,176
+788
| +15% | +$60K | ﹤0.01% | 2564 |
|
|
2023
Q4 | $341K | Sell |
5,388
-5,197
| -49% | -$329K | ﹤0.01% | 2652 |
|
|
2023
Q3 | $639K | Buy |
10,585
+300
| +3% | +$18.1K | ﹤0.01% | 2165 |
|
|
2023
Q2 | $655K | Sell |
10,285
-112
| -1% | -$7.13K | ﹤0.01% | 2179 |
|
|
2023
Q1 | $649K | Buy |
10,397
+4,613
| +80% | +$288K | ﹤0.01% | 2166 |
|
|
2022
Q4 | $358K | Buy |
5,784
+905
| +19% | +$56K | ﹤0.01% | 2467 |
|
|
2022
Q3 | $340K | Buy |
4,879
+1
| +0% | +$70 | ﹤0.01% | 2498 |
|
|
2022
Q2 | $425K | Sell |
4,878
-1,210
| -20% | -$105K | ﹤0.01% | 2374 |
|
|
2022
Q1 | $477K | Buy |
6,088
+432
| +8% | +$33.8K | ﹤0.01% | 2407 |
|
|
2021
Q4 | $396K | Sell |
5,656
-1
| -0% | -$70 | ﹤0.01% | 2521 |
|
|
2021
Q3 | $378K | Buy |
5,657
+7
| +0.1% | +$468 | ﹤0.01% | 2536 |
|
|
2021
Q2 | $374K | Sell |
5,650
-2
| -0% | -$132 | ﹤0.01% | 2563 |
|
|
2021
Q1 | $388K | Sell |
5,652
-84
| -1% | -$5.77K | ﹤0.01% | 2458 |
|
|
2020
Q4 | $349K | Sell |
5,736
-6,525
| -53% | -$397K | ﹤0.01% | 2366 |
|
|
2020
Q3 | $774K | Buy |
12,261
+7
| +0.1% | +$442 | ﹤0.01% | 1705 |
|
|
2020
Q2 | $846K | Sell |
12,254
-101
| -0.8% | -$6.97K | ﹤0.01% | 1587 |
|
|
2020
Q1 | $859K | Sell |
12,355
-11
| -0.1% | -$765 | ﹤0.01% | 1284 |
|
|
2019
Q4 | $939K | Sell |
12,366
-1,032
| -8% | -$78.4K | ﹤0.01% | 1573 |
|
|
2019
Q3 | $1.22M | Buy |
13,398
+3
| +0% | +$273 | ﹤0.01% | 1358 |
|
|
2019
Q2 | $1.2M | Buy |
13,395
+3,492
| +35% | +$313K | ﹤0.01% | 1395 |
|
|
2019
Q1 | $815K | Sell |
9,903
-1,259
| -11% | -$104K | ﹤0.01% | 1573 |
|
|
2018
Q4 | $854K | Sell |
11,162
-463
| -4% | -$35.4K | ﹤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% | -$176K | ﹤0.01% | 1630 |
|
|
2018
Q1 | $792K | Sell |
11,717
-177
| -1% | -$12K | ﹤0.01% | 1456 |
|
|
2017
Q4 | $957K | Buy |
11,894
+2,141
| +22% | +$172K | 0.01% | 1328 |
|
|
2017
Q3 | $757K | Buy |
9,753
+126
| +1% | +$9.78K | ﹤0.01% | 1480 |
|
|
2017
Q2 | $703K | Buy |
9,627
+282
| +3% | +$20.6K | ﹤0.01% | 1480 |
|
|
2017
Q1 | $775K | Buy |
9,345
+300
| +3% | +$24.9K | 0.01% | 1323 |
|
|
2016
Q4 | $693K | Sell |
9,045
-181
| -2% | -$13.9K | 0.01% | 1341 |
|
|
2016
Q3 | $644K | Sell |
9,226
-182
| -2% | -$12.7K | 0.01% | 1361 |
|
|
2016
Q2 | $740K | Buy |
+9,408
| New | +$740K | 0.01% | 1200 |
|