CreativeOne Wealth’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 |
-21,000
| Closed | -$149K | – | 1123 |
|
|
2024
Q3 | $149K | Sell |
21,000
-70
| -0.3% | -$498 | 0.01% | 917 |
|
|
2024
Q2 | $142K | Buy |
21,070
+1,063
| +5% | +$7.16K | 0.01% | 745 |
|
|
2024
Q1 | $152K | Buy |
20,007
+7
| +0% | +$53 | 0.01% | 854 |
|
|
2023
Q4 | $131K | Hold |
20,000
| – | – | 0.01% | 607 |
|
|
2023
Q3 | $129K | Sell |
20,000
-4,829
| -19% | -$31.1K | 0.01% | 549 |
|
|
2023
Q2 | $149K | Buy |
24,829
+4,488
| +22% | +$26.9K | 0.01% | 803 |
|
|
2023
Q1 | $102K | Buy |
20,341
+263
| +1% | +$1.32K | 0.01% | 775 |
|
|
2022
Q4 | $117K | Buy |
20,078
+71
| +0.4% | +$414 | 0.01% | 716 |
|
|
2022
Q3 | $122K | Buy |
20,007
+7
| +0% | +$43 | 0.01% | 678 |
|
|
2022
Q2 | $125K | Sell |
20,000
-20
| -0.1% | -$125 | 0.01% | 695 |
|
|
2022
Q1 | $144K | Buy |
20,020
+20
| +0.1% | +$144 | 0.01% | 714 |
|
|
2021
Q4 | $93K | Hold |
20,000
| – | – | ﹤0.01% | 738 |
|
|
2021
Q3 | $111K | Hold |
20,000
| – | – | 0.01% | 682 |
|
|
2021
Q2 | $113K | Hold |
20,000
| – | – | 0.01% | 660 |
|
|
2021
Q1 | $93K | Buy |
+20,000
| New | +$93K | 0.01% | 557 |
|