Rise Advisors’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 | $15.1K | Buy |
203
+1
| +0.5% | +$75 | 0.01% | 718 |
|
|
2025
Q1 | $14.5K | Sell |
202
-114
| -36% | -$8.17K | 0.01% | 717 |
|
|
2024
Q4 | $22.3K | Buy |
316
+2
| +0.6% | +$141 | 0.01% | 577 |
|
|
2024
Q3 | $23.1K | Buy |
314
+3
| +1% | +$221 | 0.01% | 594 |
|
|
2024
Q2 | $21.9K | Buy |
311
+3
| +1% | +$211 | 0.01% | 579 |
|
|
2024
Q1 | $23.5K | Buy |
+308
| New | +$23.5K | 0.01% | 532 |
|