UBS Group’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 | $18.7M | Buy |
251,958
+129,579
| +106% | +$9.64M | ﹤0.01% | 1902 |
|
|
2025
Q1 | $8.79M | Sell |
122,379
-90,111
| -42% | -$6.47M | ﹤0.01% | 2485 |
|
|
2024
Q4 | $15M | Buy |
212,490
+110,427
| +108% | +$7.81M | ﹤0.01% | 2009 |
|
|
2024
Q3 | $7.53M | Buy |
102,063
+55,028
| +117% | +$4.06M | ﹤0.01% | 1920 |
|
|
2024
Q2 | $3.31M | Sell |
47,035
-44,274
| -48% | -$3.12M | ﹤0.01% | 2433 |
|
|
2024
Q1 | $6.95M | Sell |
91,309
-21,972
| -19% | -$1.67M | ﹤0.01% | 1882 |
|
|
2023
Q4 | $7.18M | Buy |
113,281
+5,249
| +5% | +$333K | ﹤0.01% | 1682 |
|
|
2023
Q3 | $6.53M | Buy |
108,032
+63,086
| +140% | +$3.81M | ﹤0.01% | 1664 |
|
|
2023
Q2 | $2.86M | Sell |
44,946
-30,898
| -41% | -$1.97M | ﹤0.01% | 2381 |
|
|
2023
Q1 | $4.74M | Buy |
75,844
+35,199
| +87% | +$2.2M | ﹤0.01% | 1890 |
|
|
2022
Q4 | $2.52M | Buy |
40,645
+175
| +0.4% | +$10.8K | ﹤0.01% | 2378 |
|
|
2022
Q3 | $2.82M | Buy |
40,470
+3,554
| +10% | +$248K | ﹤0.01% | 2106 |
|
|
2022
Q2 | $3.22M | Sell |
36,916
-61,344
| -62% | -$5.34M | ﹤0.01% | 2068 |
|
|
2022
Q1 | $7.69M | Buy |
98,260
+29,794
| +44% | +$2.33M | ﹤0.01% | 1621 |
|
|
2021
Q4 | $4.8M | Buy |
68,466
+43,059
| +169% | +$3.02M | ﹤0.01% | 2131 |
|
|
2021
Q3 | $1.7M | Sell |
25,407
-5,612
| -18% | -$375K | ﹤0.01% | 2870 |
|
|
2021
Q2 | $2.05M | Sell |
31,019
-6,678
| -18% | -$442K | ﹤0.01% | 2724 |
|
|
2021
Q1 | $2.59M | Buy |
37,697
+496
| +1% | +$34.1K | ﹤0.01% | 2537 |
|
|
2020
Q4 | $2.26M | Buy |
37,201
+17,919
| +93% | +$1.09M | ﹤0.01% | 2550 |
|
|
2020
Q3 | $1.22M | Buy |
19,282
+166
| +0.9% | +$10.5K | ﹤0.01% | 2800 |
|
|
2020
Q2 | $1.32M | Buy |
19,116
+5,103
| +36% | +$352K | ﹤0.01% | 2610 |
|
|
2020
Q1 | $975K | Sell |
14,013
-77,306
| -85% | -$5.38M | ﹤0.01% | 2688 |
|
|
2019
Q4 | $6.94M | Buy |
91,319
+58,096
| +175% | +$4.41M | ﹤0.01% | 1744 |
|
|
2019
Q3 | $3.03M | Buy |
33,223
+4,089
| +14% | +$372K | ﹤0.01% | 2267 |
|
|
2019
Q2 | $2.61M | Sell |
29,134
-6,788
| -19% | -$608K | ﹤0.01% | 2308 |
|
|
2019
Q1 | $2.96M | Buy |
35,922
+2,277
| +7% | +$187K | ﹤0.01% | 2136 |
|
|
2018
Q4 | $2.57M | Buy |
33,645
+17,138
| +104% | +$1.31M | ﹤0.01% | 2230 |
|
|
2018
Q3 | $1.3M | Buy |
16,507
+2,048
| +14% | +$162K | ﹤0.01% | 2937 |
|
|
2018
Q2 | $1.1M | Sell |
14,459
-2,179
| -13% | -$166K | ﹤0.01% | 3001 |
|
|
2018
Q1 | $1.13M | Sell |
16,638
-2,578
| -13% | -$174K | ﹤0.01% | 2942 |
|
|
2017
Q4 | $1.55M | Buy |
19,216
+1,026
| +6% | +$82.6K | ﹤0.01% | 2712 |
|
|
2017
Q3 | $1.41M | Buy |
18,190
+2,691
| +17% | +$209K | ﹤0.01% | 2745 |
|
|
2017
Q2 | $1.13M | Sell |
15,499
-15,774
| -50% | -$1.15M | ﹤0.01% | 2819 |
|
|
2017
Q1 | $2.59M | Buy |
31,273
+4,283
| +16% | +$355K | ﹤0.01% | 2143 |
|
|
2016
Q4 | $2.07M | Buy |
26,990
+15,542
| +136% | +$1.19M | ﹤0.01% | 2254 |
|
|
2016
Q3 | $800K | Sell |
11,448
-1,214
| -10% | -$84.8K | ﹤0.01% | 2866 |
|
|
2016
Q2 | $997K | Buy |
12,662
+1,408
| +13% | +$111K | ﹤0.01% | 2701 |
|
|
2016
Q1 | $741K | Buy |
11,254
+891
| +9% | +$58.7K | ﹤0.01% | 2862 |
|
|
2015
Q4 | $571K | Sell |
10,363
-812
| -7% | -$44.7K | ﹤0.01% | 3058 |
|
|
2015
Q3 | $652K | Buy |
11,175
+622
| +6% | +$36.3K | ﹤0.01% | 2924 |
|
|
2015
Q2 | $561K | Sell |
10,553
-393
| -4% | -$20.9K | ﹤0.01% | 3185 |
|
|
2015
Q1 | $637K | Sell |
10,946
-1,759
| -14% | -$102K | ﹤0.01% | 3064 |
|
|
2014
Q4 | $785K | Buy |
+12,705
| New | +$785K | ﹤0.01% | 2869 |
|