Sage Investment Counsel’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
Sell
-3,702
Closed -$266K 132
2025
Q1
$266K Sell
3,702
-150
-4% -$10.8K 0.34% 86
2024
Q4
$272K Buy
+3,852
New +$272K 0.35% 84