Independent Advisor Alliance’s Southwestern Energy Company SWN Stock Holding History

Independent Advisor Alliance’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	-159,225	Closed	-$1.13M	–	1387
2024 Q3	$1.13M	Sell	159,225 -96	-0.1%	-$619	0.04%	310
2024 Q2	$1.07M	Buy	159,321 +1,201	+0.8%	+$8.77K	0.04%	312
2024 Q1	$1.2M	Hold	158,120	–	–	0.04%	291
2023 Q4	$1.04M	Sell	158,120 -17,534	-10%	-$117K	0.04%	305
2023 Q3	$1.13M	Buy	175,654 +5,884	+3%	+$37.5K	0.05%	277
2023 Q2	$1.02M	Buy	169,770 +20,950	+14%	+$108K	0.05%	300
2023 Q1	$744K	Buy	148,820 +19,410	+15%	+$103K	0.04%	336
2022 Q4	$757	Buy	129,410 +13,360	+12%	+$87.8K	﹤0.01%	318
2022 Q3	$710K	Buy	116,050 +37,648	+48%	+$260K	0.04%	307
2022 Q2	$490K	Buy	+78,402	New	+$606K	0.03%	373

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

Independent Advisor Alliance's SWN Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 159,225 shares — an estimated $1.13M sold.

Independent Advisor Alliance first reported a position in SWN in Q2 2022 and held it in 10 quarters. The position peaked at $1.2M in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Independent Advisor Alliance reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Independent Advisor Alliance sold 159,225 Southwestern Energy Company shares in Q4 2024, an estimated $1.13M.
Independent Advisor Alliance first reported a position in Southwestern Energy Company in Q2 2022 and held it in 10 quarters.
Independent Advisor Alliance's Southwestern Energy Company position peaked at $1.2M in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.