Ownership history in Ellevest, Inc. · 18 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in SOUTHWEST GAS HOLDINGS INC COM (SWX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 3,327 | +671 | +25.3% | 0.04% | $261K | $77.19 |
| 2024 Q1 | REDUCED | 2,656 | -583 | -18.0% | 0.01% | $202K | $71.36 |
| 2023 Q4 | ADDED | 3,239 | +1,450 | +81.1% | 0.01% | $205K | $58.75 |
| 2023 Q1 | ADDED | 1,789 | +22 | +1.2% | 0.01% | $112K | $56.13 |
| 2022 Q4 | REDUCED | 1,767 | -812 | -31.5% | 0.01% | $109K | $55.10 |
| 2022 Q3 | REDUCED | 2,579 | -3,901 | -60.2% | 0.02% | $180K | $61.53 |
| 2022 Q2 | ADDED | 6,480 | +1,001 | +18.3% | 0.05% | $564K | $76.19 |
| 2022 Q1 | ADDED | 5,479 | +1,539 | +39.1% | 0.04% | $429K | $68.04 |
| 2021 Q4 | ADDED | 3,940 | +1,232 | +45.5% | 0.02% | $276K | $60.34 |
| 2021 Q3 | ADDED | 2,708 | +1,213 | +81.1% | 0.02% | $181K | $57.12 |
As of 2025 Q4 — sorted by position size