GI
SWN
Gradient Investments’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-278,638
| Closed | -$1.98M | – | 335 |
|
|
2024
Q3 | $1.98M | Sell |
278,638
-349,843
| -56% | -$2.49M | 0.04% | 165 |
|
|
2024
Q2 | $4.23M | Buy |
628,481
+16,525
| +3% | +$111K | 0.1% | 156 |
|
|
2024
Q1 | $4.64M | Sell |
611,956
-1,556
| -0.3% | -$11.8K | 0.11% | 146 |
|
|
2023
Q4 | $4.02M | Sell |
613,512
-140,323
| -19% | -$919K | 0.1% | 155 |
|
|
2023
Q3 | $4.86M | Sell |
753,835
-9,920
| -1% | -$64K | 0.13% | 134 |
|
|
2023
Q2 | $4.59M | Buy |
763,755
+146,214
| +24% | +$879K | 0.12% | 134 |
|
|
2023
Q1 | $3.09M | Buy |
617,541
+67,936
| +12% | +$340K | 0.08% | 150 |
|
|
2022
Q4 | $3.22M | Buy |
549,605
+549,566
| +1,409,144% | +$3.21M | 0.1% | 152 |
|
|
2022
Q3 | $0 | Hold |
39
| – | – | ﹤0.01% | 1579 |
|
|
2022
Q2 | $0 | Hold |
39
| – | – | ﹤0.01% | 1415 |
|
|
2022
Q1 | $0 | Hold |
39
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q4 | $0 | Hold |
39
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q3 | $0 | Hold |
39
| – | – | ﹤0.01% | 1274 |
|
|
2021
Q2 | $0 | Hold |
39
| – | – | ﹤0.01% | 1279 |
|
|
2021
Q1 | $0 | Hold |
39
| – | – | ﹤0.01% | 1319 |
|
|
2020
Q4 | $0 | Hold |
39
| – | – | ﹤0.01% | 1189 |
|
|
2020
Q3 | $0 | Hold |
39
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q2 | $0 | Sell |
39
-116
| -75% | – | ﹤0.01% | 1229 |
|
|
2020
Q1 | $0 | Buy |
+155
| New | – | ﹤0.01% | 1269 |
|
|
2017
Q3 | – | Sell |
-141
| Closed | -$1K | – | 748 |
|
|
2017
Q2 | $1K | Hold |
141
| – | – | ﹤0.01% | 770 |
|
|
2017
Q1 | $1K | Hold |
141
| – | – | ﹤0.01% | 743 |
|
|
2016
Q4 | $2K | Hold |
141
| – | – | ﹤0.01% | 643 |
|
|
2016
Q3 | $2K | Sell |
141
-580
| -80% | -$8.23K | ﹤0.01% | 626 |
|
|
2016
Q2 | $9K | Sell |
721
-470
| -39% | -$5.87K | ﹤0.01% | 456 |
|
|
2016
Q1 | $10K | Sell |
1,191
-22,252
| -95% | -$187K | ﹤0.01% | 446 |
|
|
2015
Q4 | $167K | Buy |
23,443
+601
| +3% | +$4.28K | 0.02% | 181 |
|
|
2015
Q3 | $290K | Buy |
22,842
+9,007
| +65% | +$114K | 0.04% | 155 |
|
|
2015
Q2 | $314K | Buy |
13,835
+532
| +4% | +$12.1K | 0.04% | 153 |
|
|
2015
Q1 | $308K | Sell |
13,303
-396
| -3% | -$9.17K | 0.05% | 155 |
|
|
2014
Q4 | $374K | Buy |
+13,699
| New | +$374K | 0.06% | 145 |
|