Pinnacle Wealth Planning Services’s Southwestern Energy Company SWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,468
| Closed | -$110K | – | 578 |
|
|
2024
Q3 | $110K | Buy |
15,468
+46
| +0.3% | +$327 | 0.01% | 502 |
|
|
2024
Q2 | $104K | Sell |
15,422
-810
| -5% | -$5.45K | 0.01% | 479 |
|
|
2024
Q1 | $123K | Hold |
16,232
| – | – | 0.02% | 471 |
|
|
2023
Q4 | $106K | Sell |
16,232
-27
| -0.2% | -$177 | 0.02% | 456 |
|
|
2023
Q3 | $105K | Hold |
16,259
| – | – | 0.02% | 417 |
|
|
2023
Q2 | $97.7K | Hold |
16,259
| – | – | 0.02% | 434 |
|
|
2023
Q1 | $81.3K | Sell |
16,259
-315
| -2% | -$1.58K | 0.01% | 446 |
|
|
2022
Q4 | $97K | Sell |
16,574
-228
| -1% | -$1.33K | 0.02% | 401 |
|
|
2022
Q3 | $103K | Sell |
16,802
-1,807
| -10% | -$11.1K | 0.02% | 363 |
|
|
2022
Q2 | $116K | Sell |
18,609
-679
| -4% | -$4.23K | 0.02% | 374 |
|
|
2022
Q1 | $138K | Buy |
19,288
+150
| +0.8% | +$1.07K | 0.03% | 388 |
|
|
2021
Q4 | $89K | Buy |
19,138
+352
| +2% | +$1.64K | 0.02% | 400 |
|
|
2021
Q3 | $104K | Sell |
18,786
-83
| -0.4% | -$459 | 0.02% | 353 |
|
|
2021
Q2 | $107K | Buy |
18,869
+124
| +0.7% | +$703 | 0.02% | 334 |
|
|
2021
Q1 | $87K | Buy |
18,745
+115
| +0.6% | +$534 | 0.02% | 325 |
|
|
2020
Q4 | $56K | Hold |
18,630
| – | – | 0.01% | 736 |
|
|
2020
Q3 | $44K | Buy |
18,630
+349
| +2% | +$824 | 0.01% | 273 |
|
|
2020
Q2 | $47K | Buy |
18,281
+675
| +4% | +$1.74K | 0.02% | 265 |
|
|
2020
Q1 | $29K | Buy |
+17,606
| New | +$29K | 0.01% | 230 |
|