Kennedy Capital Management’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 | – | Sell |
-11,007
| Closed | -$790K | – | 673 |
|
|
2025
Q1 | $790K | Sell |
11,007
-54,523
| -83% | -$3.91M | 0.02% | 546 |
|
|
2024
Q4 | $4.63M | Sell |
65,530
-7,602
| -10% | -$538K | 0.1% | 341 |
|
|
2024
Q3 | $5.39M | Sell |
73,132
-89,563
| -55% | -$6.61M | 0.12% | 299 |
|
|
2024
Q2 | $11.5M | Sell |
162,695
-9,395
| -5% | -$661K | 0.24% | 132 |
|
|
2024
Q1 | $13.1M | Sell |
172,090
-6,159
| -3% | -$469K | 0.27% | 111 |
|
|
2023
Q4 | $11.3M | Buy |
178,249
+7,742
| +5% | +$490K | 0.25% | 131 |
|
|
2023
Q3 | $10.3M | Sell |
170,507
-2,170
| -1% | -$131K | 0.25% | 122 |
|
|
2023
Q2 | $11M | Sell |
172,677
-4,699
| -3% | -$299K | 0.26% | 125 |
|
|
2023
Q1 | $11.1M | Sell |
177,376
-22,532
| -11% | -$1.41M | 0.33% | 81 |
|
|
2022
Q4 | $12.4M | Sell |
199,908
-13,153
| -6% | -$814K | 0.35% | 84 |
|
|
2022
Q3 | $14.9M | Buy |
+213,061
| New | +$14.9M | 0.44% | 47 |
|
|
2014
Q3 | – | Sell |
-141,410
| Closed | -$7.47M | – | 780 |
|
|
2014
Q2 | $7.47M | Sell |
141,410
-2,146
| -1% | -$113K | 0.14% | 285 |
|
|
2014
Q1 | $7.67M | Sell |
143,556
-1,875
| -1% | -$100K | 0.14% | 275 |
|
|
2013
Q4 | $8.13M | Buy |
145,431
+986
| +0.7% | +$55.1K | 0.15% | 262 |
|
|
2013
Q3 | $7.22M | Buy |
144,445
+2,020
| +1% | +$101K | 0.14% | 266 |
|
|
2013
Q2 | $6.66M | Buy |
+142,425
| New | +$6.66M | 0.14% | 289 |
|