Patriot Financial Group Insurance Agency’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
Q1 | – | Sell |
-24,846
| Closed | -$163K | – | 512 |
|
|
2023
Q4 | $163K | Buy |
24,846
+497
| +2% | +$3.26K | 0.03% | 434 |
|
|
2023
Q3 | $157K | Sell |
24,349
-589
| -2% | -$3.8K | 0.03% | 430 |
|
|
2023
Q2 | $150K | Sell |
24,938
-4,404
| -15% | -$26.5K | 0.03% | 441 |
|
|
2023
Q1 | $147K | Buy |
29,342
+6,334
| +28% | +$31.7K | 0.03% | 430 |
|
|
2022
Q4 | $135K | Buy |
23,008
+1,900
| +9% | +$11.1K | 0.02% | 401 |
|
|
2022
Q3 | $129K | Buy |
+21,108
| New | +$129K | 0.03% | 376 |
|
|
2021
Q4 | – | Sell |
-1,450
| Closed | -$8K | – | 2289 |
|
|
2021
Q3 | $8K | Hold |
1,450
| – | – | ﹤0.01% | 1576 |
|
|
2021
Q2 | $8K | Buy |
+1,450
| New | +$8K | ﹤0.01% | 1533 |
|