Advisory Research’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,096
| Closed | -$38K | – | 374 |
|
|
2019
Q2 | $38K | Hold |
12,096
| – | – | ﹤0.01% | 362 |
|
|
2019
Q1 | $57K | Hold |
12,096
| – | – | ﹤0.01% | 340 |
|
|
2018
Q4 | $41K | Hold |
12,096
| – | – | ﹤0.01% | 361 |
|
|
2018
Q3 | $62K | Hold |
12,096
| – | – | ﹤0.01% | 359 |
|
|
2018
Q2 | $64K | Hold |
12,096
| – | – | ﹤0.01% | 363 |
|
|
2018
Q1 | $52K | Sell |
12,096
-9,310
| -43% | -$41.8K | ﹤0.01% | 366 |
|
|
2017
Q4 | $119K | Hold |
21,406
| – | – | ﹤0.01% | 405 |
|
|
2017
Q3 | $131K | Buy |
21,406
+9,310
| +77% | +$52.8K | ﹤0.01% | 423 |
|
|
2017
Q2 | $74K | Buy |
12,096
+1,506
| +14% | +$10.4K | ﹤0.01% | 426 |
|
|
2017
Q1 | $87K | Sell |
10,590
-9,691
| -48% | -$83.9K | ﹤0.01% | 395 |
|
|
2016
Q4 | $219K | Buy |
20,281
+1,168
| +6% | +$13.4K | ﹤0.01% | 352 |
|
|
2016
Q3 | $265K | Buy |
19,113
+88
| +0.5% | +$1.22K | ﹤0.01% | 237 |
|
|
2016
Q2 | $239K | Sell |
19,025
-5,568
| -23% | -$67.5K | ﹤0.01% | 242 |
|
|
2016
Q1 | $198K | Buy |
24,593
+1,733
| +8% | +$13.3K | ﹤0.01% | 253 |
|
|
2015
Q4 | $163K | Sell |
22,860
-5,159
| -18% | -$50.6K | ﹤0.01% | 271 |
|
|
2015
Q3 | $356K | Sell |
28,019
-5,067
| -15% | -$88K | 0.01% | 275 |
|
|
2015
Q2 | $752K | Sell |
33,086
-21
| -0.1% | -$539 | 0.01% | 254 |
|
|
2015
Q1 | $768K | Buy |
33,107
+959
| +3% | +$23.8K | 0.01% | 265 |
|
|
2014
Q4 | $877K | Buy |
32,148
+301
| +0.9% | +$9.67K | 0.01% | 266 |
|
|
2014
Q3 | $1.11M | Buy |
31,847
+1,086
| +4% | +$43.4K | 0.01% | 243 |
|
|
2014
Q2 | $1.4M | Sell |
30,761
-652
| -2% | -$30.2K | 0.01% | 228 |
|
|
2014
Q1 | $1.45M | Buy |
31,413
+1,508
| +5% | +$63.3K | 0.01% | 209 |
|
|
2013
Q4 | $1.18M | Buy |
29,905
+200
| +0.7% | +$7.51K | 0.01% | 231 |
|
|
2013
Q3 | $1.08M | Buy |
29,705
+173
| +0.6% | +$6.57K | 0.01% | 236 |
|
|
2013
Q2 | $1.08M | Buy |
+29,532
| New | +$1.1M | 0.01% | 238 |
|
Other funds holding SWN
DGI
BA
