Farther Finance Advisors’s Southwestern Energy Company SWN Stock Holding History

Farther Finance 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	-12,371	Closed	-$88K	–	4209
2024 Q3	$88K	Sell	12,371 -2,982	-19%	-$19.2K	﹤0.01%	1363
2024 Q2	$104K	Buy	15,353 +14,371	+1,463%	+$105K	0.01%	1123
2024 Q1	$7.47K	Buy	982 +149	+18%	+$1.01K	﹤0.01%	1880
2023 Q4	$5.46K	Buy	833 +374	+81%	+$2.5K	﹤0.01%	1926
2023 Q3	$2.96K	Sell	459 -3	-0.6%	-$19	﹤0.01%	1709
2023 Q2	$2.78K	Buy	462 +63	+16%	+$325	﹤0.01%	1643
2023 Q1	$2K	Buy	399 +39	+11%	+$207	﹤0.01%	1650
2022 Q4	$2.11K	Buy	+360	New	+$2.37K	﹤0.01%	1430

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Farther Finance Advisors's SWN Position: Q4 2024 in Review

Farther Finance Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 12,371 shares — an estimated $88K sold.

Farther Finance Advisors first reported a position in SWN in Q4 2022 and held it in 8 quarters. The position peaked at $104K in Q2 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Farther Finance Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Farther Finance Advisors sold 12,371 Southwestern Energy Company shares in Q4 2024, an estimated $88K.
Farther Finance Advisors first reported a position in Southwestern Energy Company in Q4 2022 and held it in 8 quarters.
Farther Finance Advisors's Southwestern Energy Company position peaked at $104K in Q2 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.