OWA
SWN
Outlook Wealth 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 |
-19,147
| Closed | -$136K | – | 281 |
|
|
2024
Q3 | $136K | Sell |
19,147
-20
| -0.1% | -$142 | 0.04% | 253 |
|
|
2024
Q2 | $129K | Sell |
19,167
-980
| -5% | -$6.6K | 0.04% | 254 |
|
|
2024
Q1 | $153K | Sell |
20,147
-4,680
| -19% | -$35.5K | 0.05% | 254 |
|
|
2023
Q4 | $163K | Hold |
24,827
| – | – | 0.06% | 243 |
|
|
2023
Q3 | $160K | Sell |
24,827
-1,650
| -6% | -$10.6K | 0.06% | 196 |
|
|
2023
Q2 | $159K | Hold |
26,477
| – | – | 0.06% | 194 |
|
|
2023
Q1 | $132K | Hold |
26,477
| – | – | 0.06% | 176 |
|
|
2022
Q4 | $155K | Hold |
26,477
| – | – | 0.07% | 168 |
|
|
2022
Q3 | $162K | Hold |
26,477
| – | – | 0.07% | 179 |
|
|
2022
Q2 | $165K | Sell |
26,477
-400
| -1% | -$2.49K | 0.07% | 182 |
|
|
2022
Q1 | $193K | Sell |
26,877
-1,029
| -4% | -$7.39K | 0.06% | 194 |
|
|
2021
Q4 | $130K | Hold |
27,906
| – | – | 0.04% | 200 |
|
|
2021
Q3 | $155K | Buy |
+27,906
| New | +$155K | 0.05% | 206 |
|