Sound Income Strategies’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 | $19.3K | Buy |
+260
| New | +$19.3K | ﹤0.01% | 752 |
|
|
2025
Q1 | – | Sell |
-3,000
| Closed | -$212K | – | 1618 |
|
|
2024
Q4 | $212K | Hold |
3,000
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $221K | Hold |
3,000
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $211K | Hold |
3,000
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $228K | Hold |
3,000
| – | – | 0.02% | 199 |
|
|
2023
Q4 | $190K | Hold |
3,000
| – | – | 0.02% | 199 |
|
|
2023
Q3 | $181K | Hold |
3,000
| – | – | 0.02% | 159 |
|
|
2023
Q2 | $191K | Hold |
3,000
| – | – | 0.02% | 152 |
|
|
2023
Q1 | $187K | Hold |
3,000
| – | – | 0.02% | 151 |
|
|
2022
Q4 | $186K | Buy |
+3,000
| New | +$186K | 0.02% | 144 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 1038 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 949 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 934 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 874 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 879 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 781 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 765 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 768 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 788 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 797 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 849 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 773 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 668 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 578 |
|