Anchor Investment Management’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 |
-1,096
| Closed | -$7.79K | – | 1077 |
|
|
2024
Q3 | $7.79K | Hold |
1,096
| – | – | ﹤0.01% | 822 |
|
|
2024
Q2 | $7.38K | Hold |
1,096
| – | – | ﹤0.01% | 793 |
|
|
2024
Q1 | $8.31K | Sell |
1,096
-918
| -46% | -$6.23K | ﹤0.01% | 810 |
|
|
2023
Q4 | $13.2K | Hold |
2,014
| – | – | ﹤0.01% | 703 |
|
|
2023
Q3 | $13K | Hold |
2,014
| – | – | ﹤0.01% | 710 |
|
|
2023
Q2 | $12.1K | Hold |
2,014
| – | – | ﹤0.01% | 707 |
|
|
2023
Q1 | $10.1K | Sell |
2,014
-200
| -9% | -$1.06K | ﹤0.01% | 748 |
|
|
2022
Q4 | $13K | Sell |
2,214
-48
| -2% | -$316 | ﹤0.01% | 689 |
|
|
2022
Q3 | $13.8K | Hold |
2,262
| – | – | ﹤0.01% | 680 |
|
|
2022
Q2 | $14.1K | Hold |
2,262
| – | – | ﹤0.01% | 693 |
|
|
2022
Q1 | $16.2K | Sell |
2,262
-2,749
| -55% | -$13.8K | ﹤0.01% | 692 |
|
|
2021
Q4 | $23.4K | Sell |
5,011
-5,751
| -53% | -$28.6K | ﹤0.01% | 672 |
|
|
2021
Q3 | $59.6K | Buy |
10,762
+3,000
| +39% | +$14.6K | 0.01% | 499 |
|
|
2021
Q2 | $44K | Sell |
7,762
-2,000
| -20% | -$9.84K | 0.01% | 551 |
|
|
2021
Q1 | $45.4K | Buy |
9,762
+4,469
| +84% | +$18.1K | 0.01% | 523 |
|
|
2020
Q4 | $15.8K | Hold |
5,293
| – | – | ﹤0.01% | 621 |
|
|
2020
Q3 | $12.4K | Hold |
5,293
| – | – | ﹤0.01% | 623 |
|
|
2020
Q2 | $13.6K | Hold |
5,293
| – | – | ﹤0.01% | 596 |
|
|
2020
Q1 | $8.95K | Hold |
5,293
| – | – | ﹤0.01% | 638 |
|
|
2019
Q4 | $12.8K | Hold |
5,293
| – | – | ﹤0.01% | 616 |
|
|
2019
Q3 | $10.2K | Hold |
5,293
| – | – | ﹤0.01% | 634 |
|
|
2019
Q2 | $16.7K | Sell |
5,293
-1,648
| -24% | -$6.4K | ﹤0.01% | 576 |
|
|
2019
Q1 | $32.6K | Buy |
6,941
+519
| +8% | +$2.24K | 0.01% | 501 |
|
|
2018
Q4 | $21.9K | Sell |
6,422
-453
| -7% | -$2.23K | 0.01% | 536 |
|
|
2018
Q3 | $35.1K | Sell |
6,875
-5,502
| -44% | -$29.2K | 0.01% | 518 |
|
|
2018
Q2 | $65.6K | Sell |
12,377
-9,630
| -44% | -$44.6K | 0.02% | 447 |
|
|
2018
Q1 | $95.3K | Buy |
22,007
+16,966
| +337% | +$76.2K | 0.02% | 394 |
|
|
2017
Q4 | $28.1K | Buy |
5,041
+677
| +16% | +$3.94K | 0.01% | 532 |
|
|
2017
Q3 | $26.7K | Sell |
4,364
-486
| -10% | -$2.75K | 0.01% | 529 |
|
|
2017
Q2 | $29.5K | Buy |
4,850
+986
| +26% | +$6.81K | 0.01% | 458 |
|
|
2017
Q1 | $31.6K | Buy |
3,864
+277
| +8% | +$2.4K | 0.01% | 438 |
|
|
2016
Q4 | $38.8K | Buy |
3,587
+418
| +13% | +$4.79K | 0.01% | 399 |
|
|
2016
Q3 | $43.9K | Buy |
3,169
+868
| +38% | +$12K | 0.02% | 368 |
|
|
2016
Q2 | $28.9K | Buy |
2,301
+1,451
| +171% | +$17.6K | 0.01% | 403 |
|
|
2016
Q1 | $6.86K | Buy |
+850
| New | +$6.51K | ﹤0.01% | 529 |
|
Other funds holding SWN
MSIIA
KRSITF
MFS
Anchor Investment Management's SWN Position: Q4 2024 in Review
Anchor Investment Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 1,096 shares — an estimated $7.79K sold.
Anchor Investment Management first reported a position in SWN in Q1 2016 and held it in 35 quarters. The position peaked at $95.3K in Q1 2018. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.
- Anchor Investment Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
- Anchor Investment Management sold 1,096 Southwestern Energy Company shares in Q4 2024, an estimated $7.79K.
- Anchor Investment Management first reported a position in Southwestern Energy Company in Q1 2016 and held it in 35 quarters.
- Anchor Investment Management's Southwestern Energy Company position peaked at $95.3K in Q1 2018.
- 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.
Based on Anchor Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.