Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in SOUTHWEST GAS HLDGS INC (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 | UNCHANGED | 70 | — | 0% | 0.00% | $5K | $77.19 |
| 2025 Q2 | REDUCED | 70 | -2 | -2.8% | 0.00% | $5K | $72.73 |
| 2025 Q1 | UNCHANGED | 72 | — | 0% | 0.00% | $5K | $69.56 |
| 2024 Q4 | ADDED | 72 | +41 | +132.3% | 0.00% | $5K | $67.96 |
| 2024 Q3 | REDUCED | 31 | -110 | -78.0% | 0.00% | $2K | $70.31 |
| 2024 Q2 | ADDED | 141 | +6 | +4.4% | 0.00% | $10K | $66.51 |
| 2024 Q1 | REDUCED | 135 | -78 | -36.6% | 0.00% | $10K | $71.36 |
| 2023 Q4 | INITIATED | 213 | — | — | 0.00% | $13K | — |
As of 2025 Q4 — sorted by position size