UMB Bank’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.4K | Buy |
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|
2025
Q2 | $39.7K | Sell |
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|
2025
Q1 | $59.8K | Buy |
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|
2024
Q4 | $41.7K | Buy |
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|
2024
Q3 | $29.4K | Buy |
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|
2024
Q2 | $16.8K | Buy |
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|
2024
Q1 | $16.4K | Buy |
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|
2023
Q4 | $12.7K | Hold |
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|
2023
Q3 | $12.1K | Hold |
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|
2023
Q2 | $12.7K | Hold |
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|
2023
Q1 | $12.5K | Hold |
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|
2022
Q4 | $12K | Sell |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $27K | Sell |
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|
2021
Q4 | $25K | Buy |
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