KCM
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Kennedy Capital Management’s Southwest Gas SWX Stock Holding History

Kennedy Capital Management’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,007
Closed -$790K – 673
2025
Q1 		$790K Sell
11,007
-54,523
-83% -$4.04M 0.02% 546
2024
Q4 		$4.63M Sell
65,530
-7,602
-10% -$565K 0.1% 341
2024
Q3 		$5.39M Sell
73,132
-89,563
-55% -$6.47M 0.12% 299
2024
Q2 		$11.5M Sell
162,695
-9,395
-5% -$704K 0.24% 132
2024
Q1 		$13.1M Sell
172,090
-6,159
-3% -$399K 0.27% 111
2023
Q4 		$11.3M Buy
178,249
+7,742
+5% +$465K 0.25% 131
2023
Q3 		$10.3M Sell
170,507
-2,170
-1% -$138K 0.25% 122
2023
Q2 		$11M Sell
172,677
-4,699
-3% -$278K 0.26% 125
2023
Q1 		$11.1M Sell
177,376
-22,532
-11% -$1.44M 0.33% 81
2022
Q4 		$12.4M Sell
199,908
-13,153
-6% -$894K 0.35% 84
2022
Q3 		$14.9M Buy
+213,061
New +$17.3M 0.44% 47
2014
Q3 		– Sell
-141,410
Closed -$7.46M – 780
2014
Q2 		$7.46M Sell
141,410
-2,146
-1% -$114K 0.14% 285
2014
Q1 		$7.67M Sell
143,556
-1,875
-1% -$101K 0.14% 275
2013
Q4 		$8.13M Buy
145,431
+986
+0.7% +$52.1K 0.15% 262
2013
Q3 		$7.22M Buy
144,445
+2,020
+1% +$98K 0.14% 266
2013
Q2 		$6.66M Buy
+142,425
New +$6.94M 0.14% 289

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