NewEdge Advisors’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-47,772
| Closed | -$340K | – | 4083 |
|
|
2024
Q3 | $340K | Sell |
47,772
-11,109
| -19% | -$79K | ﹤0.01% | 1725 |
|
|
2024
Q2 | $396K | Sell |
58,881
-529
| -0.9% | -$3.56K | ﹤0.01% | 1549 |
|
|
2024
Q1 | $450K | Sell |
59,410
-2,222
| -4% | -$16.8K | ﹤0.01% | 1404 |
|
|
2023
Q4 | $404K | Sell |
61,632
-1,871
| -3% | -$12.3K | ﹤0.01% | 1400 |
|
|
2023
Q3 | $410K | Sell |
63,503
-499
| -0.8% | -$3.22K | ﹤0.01% | 1271 |
|
|
2023
Q2 | $385K | Buy |
64,002
+62,799
| +5,220% | +$377K | ﹤0.01% | 1328 |
|
|
2023
Q1 | $6.02K | Buy |
1,203
+200
| +20% | +$1K | ﹤0.01% | 2721 |
|
|
2022
Q4 | $1.76K | Buy |
+1,003
| New | +$1.76K | ﹤0.01% | 2874 |
|
|
2021
Q1 | – | Sell |
-165,800
| Closed | -$494K | – | 1123 |
|
|
2020
Q4 | $494K | Buy |
165,800
+80,000
| +93% | +$238K | 0.02% | 627 |
|
|
2020
Q3 | $202K | Sell |
85,800
-200
| -0.2% | -$471 | 0.01% | 831 |
|
|
2020
Q2 | $220K | Hold |
86,000
| – | – | 0.01% | 754 |
|
|
2020
Q1 | $145K | Buy |
+86,000
| New | +$145K | 0.01% | 730 |
|
|
2017
Q3 | – | Sell |
-7,952
| Closed | -$46.5K | – | 1174 |
|
|
2017
Q2 | $46.5K | Buy |
+7,952
| New | +$46.5K | 0.01% | 546 |
|