Sequoia Financial 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
$381K Buy
+5,121
New +$381K ﹤0.01% 1131
2024
Q1
Sell
-5,264
Closed -$333K 1256
2023
Q4
$333K Buy
+5,264
New +$333K ﹤0.01% 877