TI-Trust’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 | $343K | Hold |
4,615
| – | – | 0.23% | 100 |
|
|
2025
Q1 | $331K | Hold |
4,615
| – | – | 0.22% | 100 |
|
|
2024
Q4 | $326K | Hold |
4,615
| – | – | 0.22% | 101 |
|
|
2024
Q3 | $340K | Hold |
4,615
| – | – | 0.24% | 103 |
|
|
2024
Q2 | $325K | Hold |
4,615
| – | – | 0.25% | 102 |
|
|
2024
Q1 | $351K | Buy |
+4,615
| New | +$351K | 0.26% | 99 |
|
|
2022
Q4 | – | Sell |
-2,962
| Closed | -$207K | – | 111 |
|
|
2022
Q3 | $207K | Hold |
2,962
| – | – | 0.22% | 98 |
|
|
2022
Q2 | $258K | Hold |
2,962
| – | – | 0.26% | 93 |
|
|
2022
Q1 | $232K | Hold |
2,962
| – | – | 0.21% | 100 |
|
|
2021
Q4 | $207K | Buy |
+2,962
| New | +$207K | 0.18% | 105 |
|
|
2019
Q4 | $225K | Buy |
+2,962
| New | +$225K | 0.22% | 100 |
|