Allworth Financial’s Southwestern Energy Company SWN Stock Holding History

Allworth 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	-2,233	Closed	-$15.9K	–	4094
2024 Q3	$15.9K	Buy	2,233 +733	+49%	+$4.73K	﹤0.01%	2048
2024 Q2	$10K	Sell	1,500 -136	-8%	-$993	﹤0.01%	2218
2024 Q1	$12.4K	Sell	1,636 -191	-10%	-$1.3K	﹤0.01%	2013
2023 Q4	$12K	Buy	1,827 +284	+18%	+$1.9K	﹤0.01%	1910
2023 Q3	$9.95K	Buy	1,543 +983	+176%	+$6.27K	﹤0.01%	1845
2023 Q2	$3.37K	Buy	560 +142	+34%	+$732	﹤0.01%	2271
2023 Q1	$2.09K	Sell	418 -17	-4%	-$90	﹤0.01%	2389
2022 Q4	$2.54K	Buy	435 +51	+13%	+$335	﹤0.01%	2151
2022 Q3	$2K	Buy	384 +105	+38%	+$726	﹤0.01%	2264
2022 Q2	$2K	Buy	279 +65	+30%	+$503	﹤0.01%	2053
2022 Q1	$2K	Hold	214	–	–	﹤0.01%	1845
2021 Q4	$1K	Hold	214	–	–	﹤0.01%	1880
2021 Q3	$1K	Buy	+214	New	+$1.04K	﹤0.01%	1823
2020 Q2	–	Sell	-3,075	Closed	-$5K	–	1402
2020 Q1	$5K	Buy	+3,075	New	+$5.34K	﹤0.01%	893

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

Allworth Financial's SWN Position: Q4 2024 in Review

Allworth Financial sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 2,233 shares — an estimated $15.9K sold.

Allworth Financial first reported a position in SWN in Q1 2020 and held it in 14 quarters. The position peaked at $15.9K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Allworth Financial reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Allworth Financial sold 2,233 Southwestern Energy Company shares in Q4 2024, an estimated $15.9K.
Allworth Financial first reported a position in Southwestern Energy Company in Q1 2020 and held it in 14 quarters.
Allworth Financial's Southwestern Energy Company position peaked at $15.9K in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.