Trifecta Capital Advisors’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 | $74.4K | Hold |
1,000
| – | – | 0.01% | 156 |
|
|
2025
Q1 | $71.8K | Hold |
1,000
| – | – | 0.02% | 119 |
|
|
2024
Q4 | $70.7K | Hold |
1,000
| – | – | 0.01% | 122 |
|
|
2024
Q3 | $73.8K | Hold |
1,000
| – | – | 0.02% | 121 |
|
|
2024
Q2 | $70.4K | Hold |
1,000
| – | – | 0.02% | 125 |
|
|
2024
Q1 | $76.1K | Hold |
1,000
| – | – | 0.02% | 119 |
|
|
2023
Q4 | $63.4K | Hold |
1,000
| – | – | 0.02% | 126 |
|
|
2023
Q3 | $60.4K | Hold |
1,000
| – | – | 0.02% | 127 |
|
|
2023
Q2 | $63.7K | Hold |
1,000
| – | – | 0.02% | 127 |
|
|
2023
Q1 | $62.5K | Buy |
+1,000
| New | +$62.5K | 0.02% | 130 |
|