Zurich Cantonal 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 | $1.07M | Buy |
14,347
+1,697
| +13% | +$126K | ﹤0.01% | 1192 |
|
2025
Q1 | $908K | Sell |
12,650
-1,727
| -12% | -$124K | ﹤0.01% | 1219 |
|
2024
Q4 | $1.02M | Buy |
14,377
+2,872
| +25% | +$203K | ﹤0.01% | 1175 |
|
2024
Q3 | $849K | Hold |
11,505
| – | – | ﹤0.01% | 1214 |
|
2024
Q2 | $810K | Sell |
11,505
-1
| -0% | -$70 | ﹤0.01% | 1181 |
|
2024
Q1 | $876K | Sell |
11,506
-2,593
| -18% | -$197K | ﹤0.01% | 1131 |
|
2023
Q4 | $893K | Buy |
14,099
+1,260
| +10% | +$79.8K | ﹤0.01% | 1143 |
|
2023
Q3 | $776K | Buy |
12,839
+1,008
| +9% | +$60.9K | ﹤0.01% | 1118 |
|
2023
Q2 | $753K | Buy |
11,831
+1,481
| +14% | +$94.3K | ﹤0.01% | 1101 |
|
2023
Q1 | $646K | Buy |
10,350
+1,349
| +15% | +$84.2K | ﹤0.01% | 1152 |
|
2022
Q4 | $557K | Buy |
9,001
+447
| +5% | +$27.7K | ﹤0.01% | 1193 |
|
2022
Q3 | $597K | Buy |
8,554
+1,850
| +28% | +$129K | ﹤0.01% | 1076 |
|
2022
Q2 | $584K | Sell |
6,704
-375
| -5% | -$32.7K | ﹤0.01% | 1122 |
|
2022
Q1 | $554K | Hold |
7,079
| – | – | ﹤0.01% | 1282 |
|
2021
Q4 | $496K | Buy |
7,079
+1,748
| +33% | +$122K | ﹤0.01% | 1445 |
|
2021
Q3 | $357K | Hold |
5,331
| – | – | ﹤0.01% | 1519 |
|
2021
Q2 | $353K | Sell |
5,331
-736
| -12% | -$48.7K | ﹤0.01% | 1441 |
|
2021
Q1 | $417K | Sell |
6,067
-594
| -9% | -$40.8K | ﹤0.01% | 1347 |
|
2020
Q4 | $405K | Buy |
6,661
+535
| +9% | +$32.5K | ﹤0.01% | 1398 |
|
2020
Q3 | $387K | Hold |
6,126
| – | – | ﹤0.01% | 1213 |
|
2020
Q2 | $423K | Buy |
6,126
+1,633
| +36% | +$113K | ﹤0.01% | 1100 |
|
2020
Q1 | $313K | Buy |
4,493
+1,009
| +29% | +$70.3K | ﹤0.01% | 1025 |
|
2019
Q4 | $265K | Buy |
3,484
+226
| +7% | +$17.2K | ﹤0.01% | 1183 |
|
2019
Q3 | $297K | Hold |
3,258
| – | – | ﹤0.01% | 1067 |
|
2019
Q2 | $292K | Buy |
3,258
+440
| +16% | +$39.4K | ﹤0.01% | 1059 |
|
2019
Q1 | $232K | Sell |
2,818
-462
| -14% | -$38K | ﹤0.01% | 1128 |
|
2018
Q4 | $251K | Hold |
3,280
| – | – | ﹤0.01% | 1082 |
|
2018
Q3 | $259K | Buy |
3,280
+263
| +9% | +$20.8K | ﹤0.01% | 1158 |
|
2018
Q2 | $230K | Buy |
3,017
+396
| +15% | +$30.2K | ﹤0.01% | 1165 |
|
2018
Q1 | $177K | Hold |
2,621
| – | – | ﹤0.01% | 1276 |
|
2017
Q4 | $211K | Buy |
2,621
+718
| +38% | +$57.8K | ﹤0.01% | 1153 |
|
2017
Q3 | $148K | Buy |
1,903
+178
| +10% | +$13.8K | ﹤0.01% | 1155 |
|
2017
Q2 | $126K | Buy |
1,725
+118
| +7% | +$8.62K | ﹤0.01% | 1226 |
|
2017
Q1 | $133K | Hold |
1,607
| – | – | ﹤0.01% | 1171 |
|
2016
Q4 | $123K | Buy |
1,607
+398
| +33% | +$30.5K | ﹤0.01% | 1186 |
|
2016
Q3 | $84K | Buy |
1,209
+180
| +17% | +$12.5K | ﹤0.01% | 1370 |
|
2016
Q2 | $81K | Hold |
1,029
| – | – | ﹤0.01% | 1259 |
|
2016
Q1 | $68K | Hold |
1,029
| – | – | ﹤0.01% | 1308 |
|
2015
Q4 | $57K | Buy |
1,029
+586
| +132% | +$32.5K | ﹤0.01% | 1384 |
|
2015
Q3 | $26K | Buy |
443
+297
| +203% | +$17.4K | ﹤0.01% | 1417 |
|
2015
Q2 | $8K | Hold |
146
| – | – | ﹤0.01% | 1556 |
|
2015
Q1 | $8K | Buy |
+146
| New | +$8K | ﹤0.01% | 1536 |
|