Laird Norton Wetherby Wealth 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 |
-13,061
| Closed | -$92.9K | – | 957 |
|
|
2024
Q3 | $92.9K | Sell |
13,061
-8,174
| -38% | -$58.1K | ﹤0.01% | 919 |
|
|
2024
Q2 | $143K | Sell |
21,235
-538
| -2% | -$3.62K | 0.01% | 882 |
|
|
2024
Q1 | $165K | Buy |
21,773
+4,429
| +26% | +$33.6K | 0.01% | 907 |
|
|
2023
Q4 | $114K | Hold |
17,344
| – | – | 0.01% | 878 |
|
|
2023
Q3 | $112K | Sell |
17,344
-361
| -2% | -$2.33K | 0.01% | 850 |
|
|
2023
Q2 | $106K | Sell |
17,705
-12,278
| -41% | -$73.8K | 0.01% | 908 |
|
|
2023
Q1 | $150K | Buy |
29,983
+3,646
| +14% | +$18.2K | 0.01% | 852 |
|
|
2022
Q4 | $154K | Buy |
26,337
+485
| +2% | +$2.84K | 0.01% | 824 |
|
|
2022
Q3 | $158K | Buy |
25,852
+1,191
| +5% | +$7.28K | 0.01% | 816 |
|
|
2022
Q2 | $154K | Buy |
24,661
+1,923
| +8% | +$12K | 0.01% | 838 |
|
|
2022
Q1 | $163K | Buy |
22,738
+1,021
| +5% | +$7.32K | 0.01% | 869 |
|
|
2021
Q4 | $101K | Sell |
21,717
-743
| -3% | -$3.46K | 0.01% | 893 |
|
|
2021
Q3 | $124K | Sell |
22,460
-750
| -3% | -$4.14K | 0.01% | 876 |
|
|
2021
Q2 | $132K | Sell |
23,210
-166
| -0.7% | -$944 | 0.01% | 882 |
|
|
2021
Q1 | $109K | Buy |
23,376
+2,647
| +13% | +$12.3K | 0.01% | 771 |
|
|
2020
Q4 | $62K | Buy |
20,729
+615
| +3% | +$1.84K | ﹤0.01% | 867 |
|
|
2020
Q3 | $47K | Sell |
20,114
-8,625
| -30% | -$20.2K | ﹤0.01% | 713 |
|
|
2020
Q2 | $74K | Buy |
28,739
+3,869
| +16% | +$9.96K | 0.01% | 705 |
|
|
2020
Q1 | $42K | Sell |
24,870
-17,579
| -41% | -$29.7K | ﹤0.01% | 670 |
|
|
2019
Q4 | $103K | Buy |
42,449
+18,096
| +74% | +$43.9K | 0.01% | 688 |
|
|
2019
Q3 | $47K | Buy |
24,353
+10,252
| +73% | +$19.8K | ﹤0.01% | 696 |
|
|
2019
Q2 | $45K | Buy |
+14,101
| New | +$45K | ﹤0.01% | 677 |
|