FFM
SWN
Forum Financial Management’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,882
| Closed | -$113K | – | 969 |
|
|
2024
Q3 | $113K | Buy |
15,882
+14
| +0.1% | +$100 | ﹤0.01% | 748 |
|
|
2024
Q2 | $107K | Sell |
15,868
-100
| -0.6% | -$673 | ﹤0.01% | 697 |
|
|
2024
Q1 | $121K | Buy |
15,968
+125
| +0.8% | +$948 | ﹤0.01% | 725 |
|
|
2023
Q4 | $104K | Sell |
15,843
-7,284
| -31% | -$47.7K | ﹤0.01% | 671 |
|
|
2023
Q3 | $149K | Buy |
23,127
+7,284
| +46% | +$47K | ﹤0.01% | 606 |
|
|
2023
Q2 | $95.2K | Hold |
15,843
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $79.2K | Hold |
15,843
| – | – | ﹤0.01% | 605 |
|
|
2022
Q4 | $92.7K | Sell |
15,843
-1,668
| -10% | -$9.76K | ﹤0.01% | 575 |
|
|
2022
Q3 | $107K | Hold |
17,511
| – | – | 0.01% | 517 |
|
|
2022
Q2 | $109K | Buy |
17,511
+1,672
| +11% | +$10.4K | 0.01% | 548 |
|
|
2022
Q1 | $113K | Hold |
15,839
| – | – | 0.01% | 589 |
|
|
2021
Q4 | $74K | Buy |
+15,839
| New | +$74K | ﹤0.01% | 646 |
|