Xponance’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $826K | Buy |
9,510
+1,372
| +17% | +$117K | 0.01% | 817 |
|
|
2025
Q4 | $651K | Sell |
8,138
-1,249
| -13% | -$100K | ﹤0.01% | 832 |
|
|
2025
Q3 | $735K | Buy |
9,387
+224
| +2% | +$17.5K | 0.01% | 811 |
|
|
2025
Q2 | $682K | Buy |
9,163
+181
| +2% | +$13K | 0.01% | 840 |
|
|
2025
Q1 | $645K | Buy |
8,982
+394
| +5% | +$29.2K | 0.01% | 855 |
|
|
2024
Q4 | $607K | Buy |
8,588
+406
| +5% | +$30.2K | 0.01% | 892 |
|
|
2024
Q3 | $604K | Sell |
8,182
-24
| -0.3% | -$1.73K | 0.01% | 878 |
|
|
2024
Q2 | $578K | Sell |
8,206
-590
| -7% | -$44.2K | 0.01% | 864 |
|
|
2024
Q1 | $670K | Sell |
8,796
-726
| -8% | -$47.1K | 0.01% | 852 |
|
|
2023
Q4 | $603K | Buy |
9,522
+768
| +9% | +$46.2K | 0.01% | 862 |
|
|
2023
Q3 | $529K | Sell |
8,754
-642
| -7% | -$41K | 0.01% | 869 |
|
|
2023
Q2 | $598K | Sell |
9,396
-554
| -6% | -$32.8K | 0.01% | 833 |
|
|
2023
Q1 | $621K | Buy |
9,950
+111
| +1% | +$7.07K | 0.01% | 841 |
|
|
2022
Q4 | $609K | Sell |
9,839
-48
| -0.5% | -$3.26K | 0.01% | 823 |
|
|
2022
Q3 | $690K | Sell |
9,887
-446
| -4% | -$36.2K | 0.01% | 705 |
|
|
2022
Q2 | $900K | Buy |
10,333
+1,112
| +12% | +$98.1K | 0.02% | 613 |
|
|
2022
Q1 | $722K | Buy |
9,221
+257
| +3% | +$18K | 0.01% | 728 |
|
|
2021
Q4 | $628K | Buy |
8,964
+131
| +1% | +$9.03K | 0.01% | 812 |
|
|
2021
Q3 | $591K | Sell |
8,833
-368
| -4% | -$25.7K | 0.01% | 806 |
|
|
2021
Q2 | $609K | Buy |
9,201
+2,932
| +47% | +$200K | 0.01% | 819 |
|
|
2021
Q1 | $431K | Sell |
6,269
-1,263
| -17% | -$80K | 0.01% | 845 |
|
|
2020
Q4 | $458K | Buy |
7,532
+61
| +0.8% | +$4.02K | 0.01% | 788 |
|
|
2020
Q3 | $471K | Sell |
7,471
-46
| -0.6% | -$3.08K | 0.01% | 669 |
|
|
2020
Q2 | $519K | Buy |
+7,517
| New | +$547K | 0.01% | 591 |
|
Other funds holding SWX
CM
VPM
VCM
MC
