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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

SWX holding history

Southwest Gas Holdings, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWX overviewAll 13F holders of SWXFull Q2 2026 holdings

Shares (Q2 2026)
13,113
Value
$1.16M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SWX by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,113$1.16M<0.1%+5,544+73.2%AddedHolders
Q1 20267,569$657.8K<0.1%+3,502+86.1%AddedHolders
Q4 20254,067$325.4K<0.1%+500+14.0%AddedHolders
Q3 20253,567$279.4K<0.1%−942−20.9%ReducedHolders
Q2 20254,509$335.4K<0.1%+1,334+42.0%AddedHolders
Q1 20253,175$228.0K<0.1%−383−10.8%ReducedHolders
Q4 20243,558$251.6K<0.1%+572+19.2%AddedHolders
Q3 20242,986$220.2K<0.1%−1,882−38.7%ReducedHolders
Q2 20244,868$342.6K<0.1%+28+0.6%AddedHolders
Q1 20244,840$368.5K<0.1%−1,801−27.1%ReducedHolders
Q4 20236,641$420.7K<0.1%+1,009+17.9%AddedHolders
Q3 20235,632$340.2K<0.1%+2,294+68.7%AddedHolders
Q2 20233,338$212.5K<0.1%+3,338NewHolders
Q1 20230$00.0%−3,247−100.0%Sold outHolders
Q4 20223,247$200.9K<0.1%+3,247NewHolders
Q3 20220$00.0%−2,767−100.0%Sold outHolders
Q2 20222,767$241.0K<0.1%+987+55.4%AddedHolders
Q1 20221,780$139.0K<0.1%+1,129+173.4%AddedHolders
Q4 2021651$46.0K<0.1%−817−55.7%ReducedHolders
Q3 20211,468$98.0K<0.1%+28+1.9%AddedHolders
Q2 20211,440$95.0K<0.1%−258−15.2%ReducedHolders
Q1 20211,698$117.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.