Steward Partners Investment Advisory’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.5K | Hold |
231
| – | – | ﹤0.01% | 3403 |
|
|
2026
Q1 | $20.1K | Hold |
231
| – | – | ﹤0.01% | 3225 |
|
|
2025
Q4 | $18.5K | Hold |
231
| – | – | ﹤0.01% | 3175 |
|
|
2025
Q3 | $18.1K | Hold |
231
| – | – | ﹤0.01% | 3140 |
|
|
2025
Q2 | $17.2K | Sell |
231
-19
| -8% | -$1.37K | ﹤0.01% | 2981 |
|
|
2025
Q1 | $17.9K | Hold |
250
| – | – | ﹤0.01% | 2858 |
|
|
2024
Q4 | $17.7K | Buy |
250
+62
| +33% | +$4.61K | ﹤0.01% | 2855 |
|
|
2024
Q3 | $13.9K | Hold |
188
| – | – | ﹤0.01% | 2818 |
|
|
2024
Q2 | $13.2K | Hold |
188
| – | – | ﹤0.01% | 2701 |
|
|
2024
Q1 | $14.3K | Hold |
188
| – | – | ﹤0.01% | 2661 |
|
|
2023
Q4 | $11.9K | Sell |
188
-20
| -10% | -$1.2K | ﹤0.01% | 2627 |
|
|
2023
Q3 | $12.6K | Buy |
208
+20
| +11% | +$1.28K | ﹤0.01% | 2503 |
|
|
2023
Q2 | $12K | Sell |
188
-358
| -66% | -$21.2K | ﹤0.01% | 2513 |
|
|
2023
Q1 | $34.1K | Sell |
546
-330
| -38% | -$21K | ﹤0.01% | 2026 |
|
|
2022
Q4 | $54.2K | Buy |
876
+630
| +256% | +$42.8K | ﹤0.01% | 1804 |
|
|
2022
Q3 | $17K | Hold |
246
| – | – | ﹤0.01% | 2303 |
|
|
2022
Q2 | $21K | Sell |
246
-9,793
| -98% | -$864K | ﹤0.01% | 2212 |
|
|
2022
Q1 | $786K | Buy |
10,039
+9,793
| +3,981% | +$686K | 0.01% | 766 |
|
|
2021
Q4 | $17K | Hold |
246
| – | – | ﹤0.01% | 2397 |
|
|
2021
Q3 | $16K | Hold |
246
| – | – | ﹤0.01% | 2429 |
|
|
2021
Q2 | $16K | Hold |
246
| – | – | ﹤0.01% | 5399 |
|
|
2021
Q1 | $16.9K | Buy |
246
+188
| +324% | +$11.9K | ﹤0.01% | 2554 |
|
|
2020
Q4 | $4K | Sell |
58
-13
| -18% | -$856 | ﹤0.01% | 2587 |
|
|
2020
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 2453 |
|
|
2020
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 2291 |
|
|
2020
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 2162 |
|
|
2019
Q4 | $5K | Hold |
71
| – | – | ﹤0.01% | 2252 |
|
|
2019
Q3 | $6K | Sell |
71
-40
| -36% | -$3.6K | ﹤0.01% | 2208 |
|
|
2019
Q2 | $9K | Buy |
+111
| New | +$9.43K | ﹤0.01% | 2041 |
|
|
2018
Q4 | – | Sell |
-71
| Closed | -$6K | – | 1995 |
|
|
2018
Q3 | $6K | Hold |
71
| – | – | ﹤0.01% | 2077 |
|
|
2018
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 2014 |
|
|
2018
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 1869 |
|
|
2017
Q4 | $5K | Hold |
71
| – | – | ﹤0.01% | 1520 |
|
|
2017
Q3 | $5K | Hold |
71
| – | – | ﹤0.01% | 1304 |
|
|
2017
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 1233 |
|
|
2017
Q1 | $5K | Hold |
71
| – | – | ﹤0.01% | 1133 |
|
|
2016
Q4 | $5K | Buy |
+71
| New | +$5.13K | ﹤0.01% | 667 |
|
Other funds holding SWX
CM
MC
Steward Partners Investment Advisory's SWX Position: Q2 2026 in Review
Steward Partners Investment Advisory held its Southwest Gas (SWX) position steady in Q2 2026 at 231 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.
Steward Partners Investment Advisory first reported a position in SWX in Q4 2016 and has held it in 37 quarters since. The position peaked at $786K in Q1 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.
- Steward Partners Investment Advisory held 231 shares of Southwest Gas worth $20.5K as of Q2 2026.
- Steward Partners Investment Advisory left its Southwest Gas share count unchanged in Q2 2026.
- Southwest Gas made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3403 holding.
- Steward Partners Investment Advisory first reported a position in Southwest Gas in Q4 2016 and has held it in 37 quarters since.
- Steward Partners Investment Advisory's Southwest Gas position peaked at $786K in Q1 2022.
- 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.