SWA
SFMG Wealth Advisors’s Cheniere Energy LNG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $664K | Buy |
2,728
+24
| +0.9% | +$5.85K | 0.05% | 126 |
|
2025
Q1 | $626K | Buy |
2,704
+137
| +5% | +$31.7K | 0.05% | 130 |
|
2024
Q4 | $552K | Hold |
2,567
| – | – | 0.04% | 136 |
|
2024
Q3 | $462K | Hold |
2,567
| – | – | 0.04% | 149 |
|
2024
Q2 | $449K | Hold |
2,567
| – | – | 0.04% | 155 |
|
2024
Q1 | $414K | Sell |
2,567
-1
| -0% | -$161 | 0.04% | 165 |
|
2023
Q4 | $438K | Buy |
2,568
+1
| +0% | +$171 | 0.04% | 153 |
|
2023
Q3 | $426K | Hold |
2,567
| – | – | 0.04% | 144 |
|
2023
Q2 | $391K | Sell |
2,567
-542
| -17% | -$82.6K | 0.04% | 149 |
|
2023
Q1 | $490K | Sell |
3,109
-80
| -3% | -$12.6K | 0.05% | 130 |
|
2022
Q4 | $478K | Buy |
3,189
+128
| +4% | +$19.2K | 0.05% | 136 |
|
2022
Q3 | $525K | Buy |
3,061
+257
| +9% | +$44.1K | 0.06% | 123 |
|
2022
Q2 | $373K | Buy |
2,804
+615
| +28% | +$81.8K | 0.04% | 157 |
|
2022
Q1 | $304K | Sell |
2,189
-593
| -21% | -$82.4K | 0.03% | 195 |
|
2021
Q4 | $282K | Buy |
2,782
+351
| +14% | +$35.6K | 0.03% | 209 |
|
2021
Q3 | $237K | Hold |
2,431
| – | – | 0.03% | 218 |
|
2021
Q2 | $211K | Buy |
+2,431
| New | +$211K | 0.02% | 237 |
|
2015
Q2 | – | Sell |
-5,260
| Closed | -$407K | – | 146 |
|
2015
Q1 | $407K | Buy |
+5,260
| New | +$407K | 0.03% | 115 |
|