Steward Partners Investment Advisory’s Southwest Gas SWX Stock Holding History

Steward Partners Investment Advisory’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	–	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	+$5.13K	﹤0.01%	667