Avantax Advisory Services’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,349
| Closed | -$87.8K | – | 2297 |
|
|
2024
Q3 | $87.8K | Sell |
12,349
-5,654
| -31% | -$40.2K | ﹤0.01% | 2077 |
|
|
2024
Q2 | $121K | Sell |
18,003
-3,797
| -17% | -$25.6K | ﹤0.01% | 1996 |
|
|
2024
Q1 | $165K | Buy |
21,800
+700
| +3% | +$5.31K | ﹤0.01% | 1559 |
|
|
2023
Q4 | $138K | Sell |
21,100
-500
| -2% | -$3.28K | ﹤0.01% | 1512 |
|
|
2023
Q3 | $139K | Sell |
21,600
-1,050
| -5% | -$6.77K | ﹤0.01% | 1470 |
|
|
2023
Q2 | $136K | Sell |
22,650
-200
| -0.9% | -$1.2K | ﹤0.01% | 1430 |
|
|
2023
Q1 | $114K | Hold |
22,850
| – | – | ﹤0.01% | 1417 |
|
|
2022
Q4 | $134K | Sell |
22,850
-75
| -0.3% | -$439 | ﹤0.01% | 1347 |
|
|
2022
Q3 | $140K | Buy |
22,925
+5,625
| +33% | +$34.4K | ﹤0.01% | 1249 |
|
|
2022
Q2 | $108K | Buy |
17,300
+250
| +1% | +$1.56K | ﹤0.01% | 1242 |
|
|
2022
Q1 | $123K | Hold |
17,050
| – | – | ﹤0.01% | 1229 |
|
|
2021
Q4 | $79K | Hold |
17,050
| – | – | ﹤0.01% | 1222 |
|
|
2021
Q3 | $95K | Hold |
17,050
| – | – | ﹤0.01% | 1148 |
|
|
2021
Q2 | $97K | Hold |
17,050
| – | – | ﹤0.01% | 1115 |
|
|
2021
Q1 | $79K | Hold |
17,050
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q4 | $51K | Sell |
17,050
-566
| -3% | -$1.69K | ﹤0.01% | 923 |
|
|
2020
Q3 | $42K | Buy |
17,616
+566
| +3% | +$1.35K | ﹤0.01% | 1339 |
|
|
2020
Q2 | $44K | Buy |
+17,050
| New | +$44K | ﹤0.01% | 837 |
|