Steward Partners Investment Advisory’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
Q4 | – | Sell |
-134,275
| Closed | -$955K | – | 4152 |
|
|
2024
Q3 | $955K | Buy |
134,275
+1,671
| +1% | +$11.9K | 0.01% | 874 |
|
|
2024
Q2 | $892K | Sell |
132,604
-633
| -0.5% | -$4.26K | 0.01% | 850 |
|
|
2024
Q1 | $1.01M | Buy |
133,237
+127,837
| +2,367% | +$969K | 0.01% | 787 |
|
|
2023
Q4 | $35.4K | Buy |
5,400
+4,300
| +391% | +$28.2K | ﹤0.01% | 2131 |
|
|
2023
Q3 | $7.1K | Sell |
1,100
-713
| -39% | -$4.6K | ﹤0.01% | 2703 |
|
|
2023
Q2 | $10.9K | Sell |
1,813
-7,000
| -79% | -$42.1K | ﹤0.01% | 2541 |
|
|
2023
Q1 | $44.1K | Sell |
8,813
-1,100
| -11% | -$5.5K | ﹤0.01% | 1910 |
|
|
2022
Q4 | $58K | Hold |
9,913
| – | – | ﹤0.01% | 1775 |
|
|
2022
Q3 | $61K | Sell |
9,913
-1,000
| -9% | -$6.15K | ﹤0.01% | 1702 |
|
|
2022
Q2 | $68K | Buy |
10,913
+9,100
| +502% | +$56.7K | ﹤0.01% | 1657 |
|
|
2022
Q1 | $13K | Buy |
+1,813
| New | +$13K | ﹤0.01% | 2571 |
|
|
2021
Q2 | – | Sell |
-1,800
| Closed | -$8.37K | – | 7464 |
|
|
2021
Q1 | $8.37K | Buy |
+1,800
| New | +$8.37K | ﹤0.01% | 2849 |
|
|
2018
Q2 | – | Sell |
-2,613
| Closed | -$11K | – | 2569 |
|
|
2018
Q1 | $11K | Sell |
2,613
-6
| -0.2% | -$25 | ﹤0.01% | 1555 |
|
|
2017
Q4 | $14K | Sell |
2,619
-208
| -7% | -$1.11K | ﹤0.01% | 1254 |
|
|
2017
Q3 | $17K | Sell |
2,827
-151
| -5% | -$908 | ﹤0.01% | 989 |
|
|
2017
Q2 | $18K | Buy |
+2,978
| New | +$18K | ﹤0.01% | 903 |
|
|
2017
Q1 | – | Sell |
-62
| Closed | – | – | 1579 |
|
|
2016
Q4 | $0 | Buy |
+62
| New | – | ﹤0.01% | 901 |
|