Y-Intercept (HK)’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 | $976K | Sell |
13,124
-11,097
| -46% | -$826K | 0.02% | 947 |
|
|
2025
Q1 | $1.74M | Buy |
24,221
+10,445
| +76% | +$750K | 0.12% | 229 |
|
|
2024
Q4 | $974K | Sell |
13,776
-4,306
| -24% | -$304K | 0.07% | 437 |
|
|
2024
Q3 | $1.33M | Buy |
18,082
+12,854
| +246% | +$948K | 0.08% | 328 |
|
|
2024
Q2 | $368K | Buy |
+5,228
| New | +$368K | 0.02% | 950 |
|
|
2023
Q1 | – | Sell |
-3,935
| Closed | -$243K | – | 1527 |
|
|
2022
Q4 | $243K | Buy |
+3,935
| New | +$243K | 0.04% | 748 |
|