SFA
SWN
Sequoia Financial 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 |
-11,834
| Closed | -$84.1K | – | 1418 |
|
|
2024
Q3 | $84.1K | Buy |
11,834
+1,039
| +10% | +$7.39K | ﹤0.01% | 1233 |
|
|
2024
Q2 | $72.7K | Buy |
10,795
+717
| +7% | +$4.83K | ﹤0.01% | 1171 |
|
|
2024
Q1 | $76.4K | Sell |
10,078
-2,314
| -19% | -$17.5K | ﹤0.01% | 1120 |
|
|
2023
Q4 | $81.2K | Sell |
12,392
-625
| -5% | -$4.09K | ﹤0.01% | 1162 |
|
|
2023
Q3 | $84K | Buy |
+13,017
| New | +$84K | ﹤0.01% | 923 |
|
|
2022
Q3 | – | Sell |
-13,435
| Closed | -$84K | – | 599 |
|
|
2022
Q2 | $84K | Buy |
13,435
+806
| +6% | +$5.04K | ﹤0.01% | 571 |
|
|
2022
Q1 | $91K | Buy |
+12,629
| New | +$91K | ﹤0.01% | 645 |
|