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O'Keefe Stevens Advisory, Inc. → SWX
O'Keefe Stevens Advisory, Inc. SWX Position History
Southwest Gas Holdings, Inc. • Utilities
Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.9M |
| Q2 2026 | $2M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 25.4K | — | — |
| Q2 2026 | $2M | 22.6K | — | — |
| Q1 2026 | $1.9M | 22.0K | — | — |
| Q4 2025 | $1.6M | 20.0K | — | — |
| Q3 2025 | $1.5M | 18.7K | — | — |
Other funds holding SWX
$413.7M
$231.2M
$231.2M
$210.4M
$184.8M
$167.6M
$146.8M
$141.6M