Independent Advisor Alliance’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$683 | 0.04% | 310 |
|
|
2024
Q2 | $1.07M | Buy |
159,321
+1,201
| +0.8% | +$8.08K | 0.04% | 312 |
|
|
2024
Q1 | $1.2M | Hold |
158,120
| – | – | 0.04% | 291 |
|
|
2023
Q4 | $1.04M | Sell |
158,120
-17,534
| -10% | -$115K | 0.04% | 305 |
|
|
2023
Q3 | $1.13M | Buy |
175,654
+5,884
| +3% | +$38K | 0.05% | 277 |
|
|
2023
Q2 | $1.02M | Buy |
169,770
+20,950
| +14% | +$126K | 0.05% | 300 |
|
|
2023
Q1 | $744K | Buy |
148,820
+19,410
| +15% | +$97.1K | 0.04% | 336 |
|
|
2022
Q4 | $757 | Buy |
129,410
+13,360
| +12% | +$78 | ﹤0.01% | 318 |
|
|
2022
Q3 | $710K | Buy |
116,050
+37,648
| +48% | +$230K | 0.04% | 307 |
|
|
2022
Q2 | $490K | Buy |
+78,402
| New | +$490K | 0.03% | 373 |
|