Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
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
KRSITF
MFS