B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-51,210
| Closed | -$256K | – | 1667 |
|
|
2023
Q1 | $256K | Sell |
51,210
-10,344
| -17% | -$54.9K | 0.01% | 1148 |
|
|
2022
Q4 | $360K | Buy |
61,554
+28,433
| +86% | +$187K | 0.01% | 947 |
|
|
2022
Q3 | $203K | Sell |
33,121
-6,713
| -17% | -$46.4K | 0.01% | 1222 |
|
|
2022
Q2 | $250K | Sell |
39,834
-21,364
| -35% | -$165K | 0.01% | 956 |
|
|
2022
Q1 | $439K | Sell |
61,198
-2,818
| -4% | -$14.2K | 0.01% | 820 |
|
|
2021
Q4 | $299K | Buy |
64,016
+564
| +0.9% | +$2.81K | 0.01% | 1080 |
|
|
2021
Q3 | $359K | Sell |
63,452
-1,392
| -2% | -$6.8K | 0.01% | 945 |
|
|
2021
Q2 | $308K | Sell |
64,844
-2,469
| -4% | -$12.1K | 0.01% | 1012 |
|
|
2021
Q1 | $208K | Sell |
67,313
-427
| -0.6% | -$1.73K | 0.01% | 1176 |
|
|
2020
Q4 | $202K | Sell |
67,740
-4,432
| -6% | -$13.1K | 0.01% | 924 |
|
|
2020
Q3 | $184K | Hold |
72,172
| – | – | 0.01% | 851 |
|
|
2020
Q2 | $185K | Sell |
72,172
-67,363
| -48% | -$192K | 0.01% | 782 |
|
|
2020
Q1 | $236K | Buy |
139,535
+41,823
| +43% | +$72.6K | 0.02% | 612 |
|
|
2019
Q4 | $192K | Sell |
97,712
-1,300
| -1% | -$2.69K | 0.02% | 764 |
|
|
2019
Q3 | $192K | Buy |
99,012
+33,263
| +51% | +$71.4K | 0.02% | 735 |
|
|
2019
Q2 | $299K | Sell |
65,749
-12,540
| -16% | -$48.7K | 0.03% | 565 |
|
|
2019
Q1 | $275K | Buy |
78,289
+209
| +0.3% | +$903 | 0.03% | 535 |
|
|
2018
Q4 | $266K | Buy |
78,080
+1,195
| +2% | +$5.88K | 0.04% | 478 |
|
|
2018
Q3 | $394K | Sell |
76,885
-14,755
| -16% | -$78.2K | 0.05% | 405 |
|
|
2018
Q2 | $487K | Buy |
91,640
+15,850
| +21% | +$73.4K | 0.06% | 334 |
|
|
2018
Q1 | $329K | Buy |
75,790
+22,695
| +43% | +$102K | 0.05% | 421 |
|
|
2017
Q4 | $296K | Buy |
53,095
+6,935
| +15% | +$40.3K | 0.04% | 458 |
|
|
2017
Q3 | $283K | Buy |
46,160
+53
| +0.1% | +$300 | 0.05% | 393 |
|
|
2017
Q2 | $281K | Buy |
46,107
+1,247
| +3% | +$8.61K | 0.05% | 384 |
|
|
2017
Q1 | $367K | Buy |
44,860
+10,532
| +31% | +$91.2K | 0.07% | 293 |
|
|
2016
Q4 | $372K | Buy |
+34,328
| New | +$393K | 0.08% | 301 |
|
|
2015
Q1 | – | Sell |
-107
| Closed | -$3 | – | 2067 |
|
|
2014
Q4 | $3 | Buy |
+107
| New | +$3.44K | ﹤0.01% | 3334 |
|
|
2014
Q3 | – | Sell |
-107
| Closed | -$4.87K | – | 1959 |
|
|
2014
Q2 | $4.87K | Buy |
+107
| New | +$4.96K | ﹤0.01% | 2051 |
|
Other funds holding SWN
DGI
KGI
