Spirit of America Management Corp’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 | $257K | Buy |
3,450
+300
| +10% | +$22.3K | 0.05% | 236 |
|
|
2025
Q1 | $226K | Hold |
3,150
| – | – | 0.05% | 237 |
|
|
2024
Q4 | $223K | Buy |
3,150
+500
| +19% | +$35.4K | 0.05% | 229 |
|
|
2024
Q3 | $195K | Buy |
2,650
+250
| +10% | +$18.4K | 0.04% | 237 |
|
|
2024
Q2 | $169K | Hold |
2,400
| – | – | 0.03% | 235 |
|
|
2024
Q1 | $183K | Buy |
2,400
+250
| +12% | +$19K | 0.04% | 222 |
|
|
2023
Q4 | $136K | Hold |
2,150
| – | – | 0.03% | 232 |
|
|
2023
Q3 | $130K | Hold |
2,150
| – | – | 0.03% | 207 |
|
|
2023
Q2 | $137K | Buy |
2,150
+1,650
| +330% | +$105K | 0.03% | 203 |
|
|
2023
Q1 | $31.2K | Buy |
+500
| New | +$31.2K | 0.01% | 228 |
|