OHIS
SWN

Oak Harvest Investment Services’s Southwestern Energy Company SWN Stock Holding History

Oak Harvest Investment Services’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
-34,071
Closed -$242K – 175
2024
Q3 		$242K Sell
34,071
-10,000
-23% -$64.5K 0.03% 126
2024
Q2 		$297K Hold
44,071
– – 0.05% 112
2024
Q1 		$334K Hold
44,071
– – 0.05% 108
2023
Q4 		$289K Hold
44,071
– – 0.06% 103
2023
Q3 		$284K Sell
44,071
-700
-2% -$4.46K 0.06% 97
2023
Q2 		$269K Hold
44,771
– – 0.06% 100
2023
Q1 		$224K Hold
44,771
– – 0.05% 101
2022
Q4 		$262K Hold
44,771
– – 0.07% 84
2022
Q3 		$274K Buy
44,771
+700
+2% +$4.84K 0.07% 81
2022
Q2 		$275K Buy
+44,071
New +$341K 0.07% 78

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KRSITF
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DekaBank Deutsche Girozentrale
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MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return