Oak Harvest Investment Services’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-34,071
| Closed | -$242K | – | 168 |
|
|
2024
Q3 | $242K | Sell |
34,071
-10,000
| -23% | -$71.1K | 0.03% | 125 |
|
|
2024
Q2 | $297K | Hold |
44,071
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $334K | Hold |
44,071
| – | – | 0.05% | 107 |
|
|
2023
Q4 | $289K | Hold |
44,071
| – | – | 0.06% | 103 |
|
|
2023
Q3 | $284K | Sell |
44,071
-700
| -2% | -$4.52K | 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% | +$4.28K | 0.07% | 81 |
|
|
2022
Q2 | $275K | Buy |
+44,071
| New | +$275K | 0.07% | 78 |
|