O'Keefe Stevens Advisory’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	$1.36M	Buy	18,306 +3,495	+24%	+$260K	0.38%	30
2025 Q1	$1.06M	Buy	14,811 +3,036	+26%	+$218K	0.35%	30
2024 Q4	$833K	Buy	11,775 +3,654	+45%	+$258K	0.26%	32
2024 Q3	$599K	Buy	+8,121	New	+$599K	0.18%	36