IFP Advisors’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-198
| Closed | -$1.41K | – | 4682 |
|
|
2024
Q3 | $1.41K | Sell |
198
-8,702
| -98% | -$56.2K | ﹤0.01% | 3011 |
|
|
2024
Q2 | $59.9K | Buy |
8,900
+558
| +7% | +$4.07K | ﹤0.01% | 1591 |
|
|
2024
Q1 | $63.2K | Buy |
8,342
+2,095
| +34% | +$14.2K | ﹤0.01% | 1493 |
|
|
2023
Q4 | $40.9K | Buy |
6,247
+6,229
| +34,606% | +$41.6K | ﹤0.01% | 1617 |
|
|
2023
Q3 | $116 | Hold |
18
| – | – | ﹤0.01% | 3216 |
|
|
2023
Q2 | $108 | Hold |
18
| – | – | ﹤0.01% | 3349 |
|
|
2023
Q1 | $87 | Sell |
18
-1,525
| -99% | -$8.09K | ﹤0.01% | 3313 |
|
|
2022
Q4 | $22K | Sell |
1,543
-1,286
| -45% | -$8.45K | ﹤0.01% | 2829 |
|
|
2022
Q3 | $34K | Buy |
2,829
+1,889
| +201% | +$13.1K | ﹤0.01% | 2677 |
|
|
2022
Q2 | $22K | Hold |
940
| – | – | ﹤0.01% | 2778 |
|
|
2022
Q1 | $22K | Buy |
940
+626
| +199% | +$3.15K | ﹤0.01% | 2777 |
|
|
2021
Q4 | $2K | Hold |
314
| – | – | ﹤0.01% | 2866 |
|
|
2021
Q3 | $3K | Hold |
314
| – | – | ﹤0.01% | 2777 |
|
|
2021
Q2 | $2K | Buy |
314
+18
| +6% | +$89 | ﹤0.01% | 2803 |
|
|
2021
Q1 | $1K | Hold |
296
| – | – | ﹤0.01% | 2904 |
|
|
2020
Q4 | $1K | Hold |
296
| – | – | ﹤0.01% | 2842 |
|
|
2020
Q3 | $1K | Hold |
296
| – | – | ﹤0.01% | 2741 |
|
|
2020
Q2 | $1K | Sell |
296
-5,055
| -94% | -$14.4K | ﹤0.01% | 2644 |
|
|
2020
Q1 | $9K | Sell |
5,351
-757
| -12% | -$1.31K | ﹤0.01% | 1838 |
|
|
2019
Q4 | $14K | Sell |
6,108
-5,535
| -48% | -$11.4K | ﹤0.01% | 1787 |
|
|
2019
Q3 | $24K | Buy |
+11,643
| New | +$25K | ﹤0.01% | 1697 |
|
|
2019
Q1 | – | Sell |
-204
| Closed | -$1K | – | 3556 |
|
|
2018
Q4 | $1K | Sell |
204
-710
| -78% | -$3.49K | ﹤0.01% | 3417 |
|
|
2018
Q3 | $5K | Buy |
914
+8
| +0.9% | +$42 | ﹤0.01% | 3239 |
|
|
2018
Q2 | $5K | Sell |
906
-1,610
| -64% | -$7.46K | ﹤0.01% | 3295 |
|
|
2018
Q1 | $14K | Buy |
2,516
+2,000
| +388% | +$8.98K | ﹤0.01% | 2608 |
|
|
2017
Q4 | $3K | Sell |
516
-567
| -52% | -$3.3K | ﹤0.01% | 3474 |
|
|
2017
Q3 | $7K | Buy |
1,083
+152
| +16% | +$861 | ﹤0.01% | 3249 |
|
|
2017
Q2 | $6K | Buy |
931
+364
| +64% | +$2.51K | ﹤0.01% | 3333 |
|
|
2017
Q1 | $5K | Sell |
567
-73
| -11% | -$632 | ﹤0.01% | 3340 |
|
|
2016
Q4 | $7K | Sell |
640
-309
| -33% | -$3.54K | ﹤0.01% | 3146 |
|
|
2016
Q3 | $13K | Buy |
949
+286
| +43% | +$3.96K | ﹤0.01% | 2684 |
|
|
2016
Q2 | $8K | Buy |
+663
| New | +$8.04K | ﹤0.01% | 2894 |
|
|
2016
Q1 | – | Sell |
-886
| Closed | -$6K | – | 3539 |
|
|
2015
Q4 | $6K | Buy |
+886
| New | +$8.68K | ﹤0.01% | 2894 |
|
Other funds holding SWN
MSIIA
KRSITF
MFS
IFP Advisors's SWN Position: Q4 2024 in Review
IFP Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 198 shares — an estimated $1.41K sold.
IFP Advisors first reported a position in SWN in Q4 2015 and held it in 33 quarters. The position peaked at $63.2K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.
- IFP Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
- IFP Advisors sold 198 Southwestern Energy Company shares in Q4 2024, an estimated $1.41K.
- IFP Advisors first reported a position in Southwestern Energy Company in Q4 2015 and held it in 33 quarters.
- IFP Advisors's Southwestern Energy Company position peaked at $63.2K in Q1 2024.
- 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.
Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.