Truist Financial’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-82,011
| Closed | -$5.77M | – | 2703 |
|
|
2024
Q2 | $5.77M | Sell |
82,011
-20,135
| -20% | -$1.42M | 0.01% | 800 |
|
|
2024
Q1 | $7.78M | Sell |
102,146
-3,154
| -3% | -$240K | 0.01% | 715 |
|
|
2023
Q4 | $6.67M | Sell |
105,300
-15,092
| -13% | -$956K | 0.01% | 755 |
|
|
2023
Q3 | $7.27M | Sell |
120,392
-1,893
| -2% | -$114K | 0.01% | 695 |
|
|
2023
Q2 | $7.78M | Sell |
122,285
-7,647
| -6% | -$487K | 0.01% | 670 |
|
|
2023
Q1 | $8.11M | Sell |
129,932
-1,467
| -1% | -$91.6K | 0.01% | 649 |
|
|
2022
Q4 | $8.13M | Sell |
131,399
-23,706
| -15% | -$1.47M | 0.01% | 646 |
|
|
2022
Q3 | $10.8M | Sell |
155,105
-180
| -0.1% | -$12.6K | 0.02% | 525 |
|
|
2022
Q2 | $13.5M | Sell |
155,285
-9,556
| -6% | -$832K | 0.02% | 488 |
|
|
2022
Q1 | $12.9M | Sell |
164,841
-12,649
| -7% | -$990K | 0.02% | 553 |
|
|
2021
Q4 | $12.4M | Sell |
177,490
-16,083
| -8% | -$1.13M | 0.02% | 569 |
|
|
2021
Q3 | $12.9M | Sell |
193,573
-2,689
| -1% | -$180K | 0.02% | 545 |
|
|
2021
Q2 | $13M | Sell |
196,262
-378
| -0.2% | -$25K | 0.02% | 545 |
|
|
2021
Q1 | $13.5M | Buy |
+196,640
| New | +$13.5M | 0.02% | 519 |
|
|
2020
Q4 | – | Sell |
-236,888
| Closed | -$14.9M | – | 2597 |
|
|
2020
Q3 | $14.9M | Sell |
236,888
-18,889
| -7% | -$1.19M | 0.03% | 435 |
|
|
2020
Q2 | $17.7M | Sell |
255,777
-68,799
| -21% | -$4.75M | 0.04% | 385 |
|
|
2020
Q1 | $22.6M | Buy |
324,576
+1,708
| +0.5% | +$119K | 0.06% | 314 |
|
|
2019
Q4 | $24.5M | Buy |
+322,868
| New | +$24.5M | 0.05% | 368 |
|