LGT Financial Advisors’s Southwestern Energy Company SWN Stock Holding History

LGT Financial Advisors’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	-929	Closed	-$6.61K	–	784
2024 Q3	$6.61K	Sell	929 -411	-31%	-$2.65K	0.02%	481
2024 Q2	$9.02K	Sell	1,340 -704	-34%	-$5.14K	0.02%	496
2024 Q1	$15.5K	Sell	2,044 -164	-7%	-$1.11K	0.02%	412
2023 Q4	$14.5K	Buy	2,208 +868	+65%	+$5.8K	0.02%	405
2023 Q3	$8.64K	Buy	+1,340	New	+$8.54K	0.01%	507

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

LGT Financial Advisors's SWN Position: Q4 2024 in Review

LGT Financial Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 929 shares — an estimated $6.61K sold.

LGT Financial Advisors first reported a position in SWN in Q3 2023 and held it in 5 quarters. The position peaked at $15.5K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

LGT Financial Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
LGT Financial Advisors sold 929 Southwestern Energy Company shares in Q4 2024, an estimated $6.61K.
LGT Financial Advisors first reported a position in Southwestern Energy Company in Q3 2023 and held it in 5 quarters.
LGT Financial Advisors's Southwestern Energy Company position peaked at $15.5K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.