Sage Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $133K | Sell |
1,800
-2,100
| -54% | -$155K | 0.6% | 26 |
|
|
2024
Q2 | $274K | Sell |
3,900
-4,000
| -51% | -$282K | 1.03% | 25 |
|
|
2024
Q1 | $601K | Hold |
7,900
| – | – | 2.44% | 14 |
|
|
2023
Q4 | $500K | Hold |
7,900
| – | – | 1.93% | 16 |
|
|
2023
Q3 | $477K | Hold |
7,900
| – | – | 0.55% | 33 |
|
|
2023
Q2 | $503K | Buy |
+7,900
| New | +$503K | 0.61% | 31 |
|