SJS Investment Consulting’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 | $372 | Sell |
5
-5
| -50% | -$372 | ﹤0.01% | 1212 |
|
|
2025
Q1 | $718 | Buy |
10
+2
| +25% | +$144 | ﹤0.01% | 1121 |
|
|
2024
Q4 | $566 | Sell |
8
-2
| -20% | -$142 | ﹤0.01% | 1202 |
|
|
2024
Q3 | $738 | Hold |
10
| – | – | ﹤0.01% | 1176 |
|
|
2024
Q2 | $704 | Hold |
10
| – | – | ﹤0.01% | 1162 |
|
|
2024
Q1 | $762 | Buy |
10
+1
| +11% | +$76 | ﹤0.01% | 1135 |
|
|
2023
Q4 | $571 | Sell |
9
-4
| -31% | -$254 | ﹤0.01% | 1202 |
|
|
2023
Q3 | $786 | Buy |
13
+6
| +86% | +$363 | ﹤0.01% | 1029 |
|
|
2023
Q2 | $446 | Sell |
7
-3
| -30% | -$191 | ﹤0.01% | 1201 |
|
|
2023
Q1 | $625 | Sell |
10
-1
| -9% | -$63 | ﹤0.01% | 1072 |
|
|
2022
Q4 | $681 | Buy |
11
+3
| +38% | +$186 | ﹤0.01% | 1116 |
|
|
2022
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 909 |
|