Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-151,079
| Closed | -$1.07M | – | 3941 |
|
|
2024
Q3 | $1.07M | Sell |
151,079
-21,075
| -12% | -$136K | ﹤0.01% | 2075 |
|
|
2024
Q2 | $1.16M | Sell |
172,154
-6,696
| -4% | -$48.9K | ﹤0.01% | 1967 |
|
|
2024
Q1 | $1.36M | Buy |
+178,850
| New | +$1.21M | ﹤0.01% | 1836 |
|
|
2023
Q3 | – | Sell |
-10,623
| Closed | -$63.8K | – | 2320 |
|
|
2023
Q2 | $63.8K | Buy |
+10,623
| New | +$54.8K | ﹤0.01% | 2110 |
|
|
2019
Q2 | – | Sell |
-10,247
| Closed | -$47K | – | 537 |
|
|
2019
Q1 | $47K | Hold |
10,247
| – | – | 0.01% | 481 |
|
|
2018
Q4 | $36K | Sell |
10,247
-11,202
| -52% | -$55.1K | 0.01% | 447 |
|
|
2018
Q3 | $110K | Buy |
21,449
+1,398
| +7% | +$7.41K | 0.02% | 473 |
|
|
2018
Q2 | $105K | Hold |
20,051
| – | – | 0.02% | 416 |
|
|
2018
Q1 | $88K | Hold |
20,051
| – | – | 0.02% | 382 |
|
|
2017
Q4 | $112K | Hold |
20,051
| – | – | 0.02% | 404 |
|
|
2017
Q3 | $121K | Buy |
20,051
+2,189
| +12% | +$12.4K | 0.03% | 384 |
|
|
2017
Q2 | $108K | Buy |
+17,862
| New | +$123K | 0.03% | 377 |
|
Other funds holding SWN
MSIIA
KRSITF
MFS