Summit Global Investments’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 | $626K | Sell |
8,420
-235
| -3% | -$17.5K | 0.04% | 268 |
|
|
2025
Q1 | $621K | Sell |
8,655
-7,235
| -46% | -$519K | 0.05% | 259 |
|
|
2024
Q4 | $1.12M | Sell |
15,890
-2,400
| -13% | -$170K | 0.07% | 192 |
|
|
2024
Q3 | $1.35M | Buy |
+18,290
| New | +$1.35M | 0.09% | 191 |
|
|
2021
Q1 | – | Sell |
-7,800
| Closed | -$474K | – | 571 |
|
|
2020
Q4 | $474K | Buy |
7,800
+300
| +4% | +$18.2K | 0.05% | 205 |
|
|
2020
Q3 | $473K | Sell |
7,500
-890
| -11% | -$56.1K | 0.05% | 187 |
|
|
2020
Q2 | $579K | Sell |
8,390
-5,300
| -39% | -$366K | 0.07% | 180 |
|
|
2020
Q1 | $952K | Buy |
13,690
+800
| +6% | +$55.6K | 0.14% | 87 |
|
|
2019
Q4 | $979K | Buy |
12,890
+3,235
| +34% | +$246K | 0.11% | 128 |
|
|
2019
Q3 | $879K | Buy |
9,655
+1,155
| +14% | +$105K | 0.1% | 152 |
|
|
2019
Q2 | $762K | Buy |
8,500
+200
| +2% | +$17.9K | 0.1% | 154 |
|
|
2019
Q1 | $683K | Hold |
8,300
| – | – | 0.09% | 186 |
|
|
2018
Q4 | $635K | Buy |
+8,300
| New | +$635K | 0.1% | 187 |
|