Spirit of America Management Corp’s Southwestern Energy Company SWN Stock Holding History

Spirit of America Management Corp’s Portfolio SWN Stock Details SWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,000	Closed	-$107K	–	314
2024 Q3	$107K	Hold	15,000	–	–	0.02%	277
2024 Q2	$101K	Hold	15,000	–	–	0.02%	274
2024 Q1	$114K	Hold	15,000	–	–	0.02%	250
2023 Q4	$98.3K	Buy	+15,000	New	+$100K	0.02%	245

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Spirit of America Management Corp's SWN Position: Q4 2024 in Review

Spirit of America Management Corp sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 15,000 shares — an estimated $107K sold.

Spirit of America Management Corp first reported a position in SWN in Q4 2023 and held it in 4 quarters. The position peaked at $114K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Spirit of America Management Corp reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Spirit of America Management Corp sold 15,000 Southwestern Energy Company shares in Q4 2024, an estimated $107K.
Spirit of America Management Corp first reported a position in Southwestern Energy Company in Q4 2023 and held it in 4 quarters.
Spirit of America Management Corp's Southwestern Energy Company position peaked at $114K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Spirit of America Management Corp's 13F filing for Q4 2024, filed 27 Jan 2025.