Rothschild Investment LLC’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 | $9.67K | Buy |
130
+35
| +37% | +$2.6K | ﹤0.01% | 1228 |
|
|
2025
Q1 | $6.82K | Buy |
95
+40
| +73% | +$2.87K | ﹤0.01% | 1300 |
|
|
2024
Q4 | $3.89K | Buy |
55
+15
| +38% | +$1.06K | ﹤0.01% | 1441 |
|
|
2024
Q3 | $2.95K | Buy |
40
+5
| +14% | +$369 | ﹤0.01% | 1519 |
|
|
2024
Q2 | $2.46K | Buy |
35
+30
| +600% | +$2.11K | ﹤0.01% | 1331 |
|
|
2024
Q1 | $381 | Buy |
+5
| New | +$381 | ﹤0.01% | 1460 |
|