Steward Partners Investment Advisory’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 | $17.2K | Sell |
231
-19
| -8% | -$1.41K | ﹤0.01% | 2981 |
|
|
2025
Q1 | $18K | Hold |
250
| – | – | ﹤0.01% | 2858 |
|
|
2024
Q4 | $17.7K | Buy |
250
+62
| +33% | +$4.38K | ﹤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% | -$1.27K | ﹤0.01% | 2627 |
|
|
2023
Q3 | $12.6K | Buy |
208
+20
| +11% | +$1.21K | ﹤0.01% | 2503 |
|
|
2023
Q2 | $12K | Sell |
188
-358
| -66% | -$22.8K | ﹤0.01% | 2513 |
|
|
2023
Q1 | $34.1K | Sell |
546
-330
| -38% | -$20.6K | ﹤0.01% | 2026 |
|
|
2022
Q4 | $54.2K | Buy |
876
+630
| +256% | +$39K | ﹤0.01% | 1804 |
|
|
2022
Q3 | $17K | Hold |
246
| – | – | ﹤0.01% | 2303 |
|
|
2022
Q2 | $21K | Sell |
246
-9,793
| -98% | -$836K | ﹤0.01% | 2212 |
|
|
2022
Q1 | $786K | Buy |
10,039
+9,793
| +3,981% | +$767K | 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% | 5397 |
|
|
2021
Q1 | $16.9K | Buy |
246
+188
| +324% | +$12.9K | ﹤0.01% | 2554 |
|
|
2020
Q4 | $4K | Sell |
58
-13
| -18% | -$897 | ﹤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% | -$3.38K | ﹤0.01% | 2208 |
|
|
2019
Q2 | $9K | Buy |
+111
| New | +$9K | ﹤0.01% | 2041 |
|
|
2018
Q4 | – | Sell |
-71
| Closed | -$6K | – | 1998 |
|
|
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 | +$5K | ﹤0.01% | 667 |
|