TCI Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-45
| Closed | -$225 | – | 2384 |
|
|
2023
Q1 | $225 | Sell |
45
-899
| -95% | -$4.77K | ﹤0.01% | 2321 |
|
|
2022
Q4 | $5.52K | Hold |
944
| – | – | ﹤0.01% | 1460 |
|
|
2022
Q3 | $6K | Hold |
944
| – | – | ﹤0.01% | 1399 |
|
|
2022
Q2 | $6K | Hold |
944
| – | – | ﹤0.01% | 1424 |
|
|
2022
Q1 | $7K | Hold |
944
| – | – | ﹤0.01% | 1370 |
|
|
2021
Q4 | $4K | Hold |
944
| – | – | ﹤0.01% | 1939 |
|
|
2021
Q3 | $5K | Hold |
944
| – | – | ﹤0.01% | 1675 |
|
|
2021
Q2 | $5K | Hold |
944
| – | – | ﹤0.01% | 1506 |
|
|
2021
Q1 | $4K | Sell |
944
-438
| -32% | -$1.77K | ﹤0.01% | 1449 |
|
|
2020
Q4 | $4K | Buy |
1,382
+85
| +7% | +$250 | ﹤0.01% | 1035 |
|
|
2020
Q3 | $3K | Buy |
1,297
+353
| +37% | +$939 | ﹤0.01% | 1040 |
|
|
2020
Q2 | $2K | Hold |
944
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q1 | $2K | Sell |
944
-117
| -11% | -$203 | ﹤0.01% | 1135 |
|
|
2019
Q4 | $3K | Buy |
+1,061
| New | +$2.19K | ﹤0.01% | 1069 |
|
|
2018
Q1 | – | Sell |
-481
| Closed | -$3K | – | 1449 |
|
|
2017
Q4 | $3K | Hold |
481
| – | – | ﹤0.01% | 946 |
|
|
2017
Q3 | $3K | Sell |
481
-86
| -15% | -$487 | ﹤0.01% | 885 |
|
|
2017
Q2 | $3K | Hold |
567
| – | – | ﹤0.01% | 923 |
|
|
2017
Q1 | $5K | Hold |
567
| – | – | ﹤0.01% | 732 |
|
|
2016
Q4 | $6K | Hold |
567
| – | – | ﹤0.01% | 747 |
|
|
2016
Q3 | $8K | Hold |
567
| – | – | ﹤0.01% | 641 |
|
|
2016
Q2 | $7K | Hold |
567
| – | – | ﹤0.01% | 662 |
|
|
2016
Q1 | $5K | Buy |
567
+387
| +215% | +$2.97K | ﹤0.01% | 737 |
|
|
2015
Q4 | $1K | Buy |
+180
| New | +$1.76K | ﹤0.01% | 981 |
|
|
2015
Q1 | – | Sell |
-28
| Closed | -$1K | – | 973 |
|
|
2014
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 841 |
|
|
2014
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 842 |
|
|
2014
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 856 |
|
|
2014
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 831 |
|
|
2013
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 814 |
|
|
2013
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 737 |
|
|
2013
Q2 | $1K | Buy |
+28
| New | +$1.04K | ﹤0.01% | 673 |
|
Other funds holding SWN
DGI
KGI