Stifel Financial’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
Q1 | $1.22M | Buy |
14,089
+2,330
| +20% | +$199K | ﹤0.01% | 2311 |
|
|
2025
Q4 | $941K | Buy |
11,759
+8,826
| +301% | +$707K | ﹤0.01% | 2477 |
|
|
2025
Q3 | $230K | Sell |
2,933
-291
| -9% | -$22.7K | ﹤0.01% | 3269 |
|
|
2025
Q2 | $240K | Buy |
3,224
+207
| +7% | +$14.9K | ﹤0.01% | 3170 |
|
|
2025
Q1 | $217K | Sell |
3,017
-614
| -17% | -$45.5K | ﹤0.01% | 3152 |
|
|
2024
Q4 | $257K | Buy |
+3,631
| New | +$270K | ﹤0.01% | 3041 |
|
|
2024
Q2 | – | Sell |
-2,646
| Closed | -$201K | – | 3451 |
|
|
2024
Q1 | $201K | Buy |
+2,646
| New | +$171K | ﹤0.01% | 3095 |
|
|
2023
Q1 | – | Sell |
-3,236
| Closed | -$200K | – | 3417 |
|
|
2022
Q4 | $200K | Buy |
+3,236
| New | +$220K | ﹤0.01% | 2984 |
|
|
2022
Q2 | – | Sell |
-39,977
| Closed | -$3.13M | – | 3455 |
|
|
2022
Q1 | $3.13M | Buy |
39,977
+23,496
| +143% | +$1.65M | ﹤0.01% | 1319 |
|
|
2021
Q4 | $1.16M | Sell |
16,481
-468
| -3% | -$32.2K | ﹤0.01% | 2019 |
|
|
2021
Q3 | $1.13M | Buy |
16,949
+1,002
| +6% | +$69.9K | ﹤0.01% | 1994 |
|
|
2021
Q2 | $1.06M | Buy |
15,947
+184
| +1% | +$12.6K | ﹤0.01% | 2049 |
|
|
2021
Q1 | $1.08M | Buy |
15,763
+12,269
| +351% | +$777K | ﹤0.01% | 1942 |
|
|
2020
Q4 | $212K | Sell |
3,494
-1,055
| -23% | -$69.5K | ﹤0.01% | 2792 |
|
|
2020
Q3 | $287K | Sell |
4,549
-325
| -7% | -$21.7K | ﹤0.01% | 2433 |
|
|
2020
Q2 | $337K | Buy |
4,874
+51
| +1% | +$3.71K | ﹤0.01% | 2276 |
|
|
2020
Q1 | $334K | Buy |
4,823
+221
| +5% | +$15.9K | ﹤0.01% | 2111 |
|
|
2019
Q4 | $349K | Sell |
4,602
-123
| -3% | -$10K | ﹤0.01% | 2463 |
|
|
2019
Q3 | $430K | Buy |
4,725
+588
| +14% | +$52.8K | ﹤0.01% | 2245 |
|
|
2019
Q2 | $371K | Sell |
4,137
-1,363
| -25% | -$116K | ﹤0.01% | 2368 |
|
|
2019
Q1 | $448K | Sell |
5,500
-569
| -9% | -$45.5K | ﹤0.01% | 2124 |
|
|
2018
Q4 | $462K | Sell |
6,069
-201
| -3% | -$16.1K | ﹤0.01% | 1976 |
|
|
2018
Q3 | $493K | Buy |
6,270
+338
| +6% | +$26.7K | ﹤0.01% | 2098 |
|
|
2018
Q2 | $453K | Buy |
5,932
+34
| +0.6% | +$2.48K | ﹤0.01% | 2078 |
|
|
2018
Q1 | $403K | Buy |
5,898
+786
| +15% | +$55.8K | ﹤0.01% | 2091 |
|
|
2017
Q4 | $413K | Sell |
5,112
-250
| -5% | -$20.3K | ﹤0.01% | 2022 |
|
|
2017
Q3 | $417K | Buy |
5,362
+96
| +2% | +$7.6K | ﹤0.01% | 1996 |
|
|
2017
Q2 | $386K | Sell |
5,266
-102
| -2% | -$8.16K | ﹤0.01% | 2009 |
|
|
2017
Q1 | $444K | Buy |
5,368
+177
| +3% | +$14.4K | ﹤0.01% | 1883 |
|
|
2016
Q4 | $397K | Buy |
+5,191
| New | +$375K | ﹤0.01% | 1895 |
|
|
2016
Q3 | – | Sell |
-2,759
| Closed | -$218K | – | 2509 |
|
|
2016
Q2 | $218K | Buy |
+2,759
| New | +$191K | ﹤0.01% | 2214 |
|
|
2015
Q3 | – | Sell |
-50,843
| Closed | -$2.51M | – | 2358 |
|
|
2015
Q2 | $2.51M | Buy |
50,843
+39,421
| +345% | +$2.16M | 0.01% | 876 |
|
|
2015
Q1 | $664K | Buy |
11,422
+67
| +0.6% | +$3.96K | ﹤0.01% | 1474 |
|
|
2014
Q4 | $702K | Sell |
11,355
-150,567
| -93% | -$8.54M | ﹤0.01% | 1448 |
|
|
2014
Q3 | $7.87M | Sell |
161,922
-396
| -0.2% | -$20.2K | 0.07% | 334 |
|
|
2014
Q2 | $8.57M | Buy |
162,318
+73,480
| +83% | +$3.9M | 0.08% | 317 |
|
|
2014
Q1 | $4.75M | Buy |
+88,838
| New | +$4.77M | 0.05% | 456 |
|
Other funds holding SWX
CM
VPM
VCM
MC
