Farther Finance Advisors’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 |
-12,371
| Closed | -$88K | – | 4216 |
|
2024
Q3 | $88K | Sell |
12,371
-2,982
| -19% | -$21.2K | ﹤0.01% | 1360 |
|
2024
Q2 | $104K | Buy |
15,353
+14,371
| +1,463% | +$97.3K | 0.01% | 1123 |
|
2024
Q1 | $7.47K | Buy |
982
+149
| +18% | +$1.13K | ﹤0.01% | 1880 |
|
2023
Q4 | $5.46K | Buy |
833
+374
| +81% | +$2.45K | ﹤0.01% | 1926 |
|
2023
Q3 | $2.96K | Sell |
459
-3
| -0.6% | -$19 | ﹤0.01% | 1709 |
|
2023
Q2 | $2.78K | Buy |
462
+63
| +16% | +$379 | ﹤0.01% | 1643 |
|
2023
Q1 | $2K | Buy |
399
+39
| +11% | +$195 | ﹤0.01% | 1650 |
|
2022
Q4 | $2.11K | Buy |
+360
| New | +$2.11K | ﹤0.01% | 1430 |
|