AAS
SWN

Annex Advisory Services’s Southwestern Energy Company SWN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-18,403
Closed -$124K 308
2024
Q2
$124K Sell
18,403
-7,638
-29% -$51.4K ﹤0.01% 276
2024
Q1
$197K Sell
26,041
-951,312
-97% -$7.21M 0.01% 275
2023
Q4
$6.4M Buy
977,353
+154,496
+19% +$1.01M 0.27% 67
2023
Q3
$5.31M Buy
822,857
+205,094
+33% +$1.32M 0.32% 64
2023
Q2
$3.71M Buy
+617,763
New +$3.71M 0.21% 73