Longfellow Investment Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-171,000
| Closed | -$12.6M | – | 284 |
|
|
2024
Q3 | $12.6M | Hold |
171,000
| – | – | 3.16% | 7 |
|
|
2024
Q2 | $12M | Hold |
171,000
| – | – | 3.02% | 8 |
|
|
2024
Q1 | $13M | Hold |
171,000
| – | – | 2.94% | 7 |
|
|
2023
Q4 | $10.8M | Hold |
171,000
| – | – | 2.67% | 8 |
|
|
2023
Q3 | $10.3M | Hold |
171,000
| – | – | 2.73% | 9 |
|
|
2023
Q2 | $10.9M | Buy |
+171,000
| New | +$10.9M | 2.5% | 9 |
|