Cardiff Park Advisors’s Southwestern Energy Company SWN Stock Holding History

Cardiff Park Advisors’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	-10,000	Closed	-$71.1K	–	356
2024 Q3	$71.1K	Hold	10,000	–	–	0.01%	293
2024 Q2	$67.3K	Hold	10,000	–	–	0.01%	285
2024 Q1	$75.8K	Hold	10,000	–	–	0.01%	298
2023 Q4	$65.5K	Hold	10,000	–	–	0.01%	280
2023 Q3	$64.5K	Hold	10,000	–	–	0.01%	262
2023 Q2	$60.1K	Hold	10,000	–	–	0.01%	281
2023 Q1	$50K	Buy	+10,000	New	+$53K	0.01%	278

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 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

Cardiff Park Advisors's SWN Position: Q4 2024 in Review

Cardiff Park Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 10,000 shares — an estimated $71.1K sold.

Cardiff Park Advisors first reported a position in SWN in Q1 2023 and held it in 7 quarters. The position peaked at $75.8K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Cardiff Park Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Cardiff Park Advisors sold 10,000 Southwestern Energy Company shares in Q4 2024, an estimated $71.1K.
Cardiff Park Advisors first reported a position in Southwestern Energy Company in Q1 2023 and held it in 7 quarters.
Cardiff Park Advisors's Southwestern Energy Company position peaked at $75.8K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Cardiff Park Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.