Advisornet Financial’s Southwestern Energy Company SWN Stock Holding History

Advisornet Financial’s Portfolio SWN Stock Details SWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-180	Closed	-$1.28K	–	2305
2024 Q3	$1.28K	Sell	180 -171	-49%	-$1.1K	﹤0.01%	1875
2024 Q2	$2.36K	Hold	351	–	–	﹤0.01%	1598
2024 Q1	$2.66K	Sell	351 -14	-4%	-$95	﹤0.01%	1558
2023 Q4	$2.39K	Buy	365 +47	+15%	+$314	﹤0.01%	1664
2023 Q3	$2.05K	Buy	318 +104	+49%	+$663	﹤0.01%	1622
2023 Q2	$1.29K	Buy	214 +2	+0.9%	+$10	﹤0.01%	1817
2023 Q1	$1.06K	Buy	212 +32	+18%	+$170	﹤0.01%	1867
2022 Q4	$1.05K	Buy	+180	New	+$1.18K	﹤0.01%	1819

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Advisornet Financial's SWN Position: Q4 2024 in Review

Advisornet Financial sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 180 shares — an estimated $1.28K sold.

Advisornet Financial first reported a position in SWN in Q4 2022 and held it in 8 quarters. The position peaked at $2.66K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Advisornet Financial reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 180 Southwestern Energy Company shares in Q4 2024, an estimated $1.28K.
Advisornet Financial first reported a position in Southwestern Energy Company in Q4 2022 and held it in 8 quarters.
Advisornet Financial's Southwestern Energy Company position peaked at $2.66K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.