CAL
SWN

Capital Advisors Ltd’s Southwestern Energy Company SWN Stock Holding History

Capital Advisors Ltd’s Portfolio SWN Stock Details SWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-505
Closed -$4K – 1638
2024
Q3 		$4K Sell
505
-240
-32% -$1.55K ﹤0.01% 978
2024
Q2 		$5K Buy
745
+21
+3% +$153 ﹤0.01% 923
2024
Q1 		$5K Buy
724
+219
+43% +$1.49K ﹤0.01% 899
2023
Q4 		$3K Sell
505
-160
-24% -$1.07K ﹤0.01% 975
2023
Q3 		$4K Buy
665
+159
+31% +$1.01K ﹤0.01% 908
2023
Q2 		$3K Buy
506
+472
+1,388% +$2.43K ﹤0.01% 981
2023
Q1 		$0 Sell
34
-173
-84% -$918 ﹤0.01% 1619
2022
Q4 		$1K Buy
207
+146
+239% +$960 ﹤0.01% 1146
2022
Q3 		$0 Buy
+61
New +$422 ﹤0.01% 1592

Other funds holding SWN

MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return