Yaupon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,533
| Closed | -$818K | – | 121 |
|
|
2023
Q3 | $818K | Sell |
13,533
-37,641
| -74% | -$2.27M | 0.08% | 86 |
|
|
2023
Q2 | $3.26M | Sell |
51,174
-62,038
| -55% | -$3.95M | 0.42% | 57 |
|
|
2023
Q1 | $7.07M | Sell |
113,212
-55,141
| -33% | -$3.44M | 0.85% | 29 |
|
|
2022
Q4 | $10.4M | Buy |
+168,353
| New | +$10.4M | 1.64% | 23 |
|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$391K | – | 86 |
|
|
2022
Q1 | $391K | Buy |
+5,000
| New | +$391K | 0.21% | 51 |
|
|
2021
Q4 | – | Sell |
-25,000
| Closed | -$1.67M | – | 84 |
|
|
2021
Q3 | $1.67M | Buy |
+25,000
| New | +$1.67M | 0.99% | 37 |
|