UMB Bank’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 | $39.7K | Sell |
534
-299
| -36% | -$22.2K | ﹤0.01% | 1193 |
|
|
2025
Q1 | $59.8K | Buy |
833
+243
| +41% | +$17.4K | ﹤0.01% | 976 |
|
|
2024
Q4 | $41.7K | Buy |
590
+192
| +48% | +$13.6K | ﹤0.01% | 985 |
|
|
2024
Q3 | $29.4K | Buy |
398
+160
| +67% | +$11.8K | ﹤0.01% | 1061 |
|
|
2024
Q2 | $16.8K | Buy |
238
+23
| +11% | +$1.62K | ﹤0.01% | 1134 |
|
|
2024
Q1 | $16.4K | Buy |
215
+15
| +8% | +$1.14K | ﹤0.01% | 1152 |
|
|
2023
Q4 | $12.7K | Hold |
200
| – | – | ﹤0.01% | 1215 |
|
|
2023
Q3 | $12.1K | Hold |
200
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q2 | $12.7K | Hold |
200
| – | – | ﹤0.01% | 1234 |
|
|
2023
Q1 | $12.5K | Hold |
200
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q4 | $12K | Sell |
200
-146
| -42% | -$8.76K | ﹤0.01% | 1255 |
|
|
2022
Q3 | $24K | Hold |
346
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q2 | $30K | Hold |
346
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q1 | $27K | Sell |
346
-20
| -5% | -$1.56K | ﹤0.01% | 1158 |
|
|
2021
Q4 | $25K | Buy |
+366
| New | +$25K | ﹤0.01% | 1207 |
|